At a Glance
- Tasks: Help clients secure their futures through tailored insurance solutions and build lasting relationships.
- Company: Join Christie Insurance, a forward-thinking brokerage with a collaborative culture.
- Benefits: Enjoy 25 days annual leave, professional development, and wellness support.
- Other info: Be part of a growing team with excellent career growth opportunities.
- Why this job: Make a real impact while thriving in a dynamic, fast-paced environment.
- Qualifications: Experience in life insurance and strong relationship-building skills required.
The predicted salary is between 30000 - 40000 £ per year.
Are you passionate about helping people secure their futures and thrive on building relationships? Join us as a Life and Business Protection Advisor!
Location: Milton Keynes/Salisbury
About us
Christie Insurance is a forward-thinking Insurance Brokerage delivering specialist sector expertise and trusted, personalised support to clients across the UK. In partnership with Christie & Co and Christie Finance, we offer a truly integrated solution—facilitating business sales, securing tailored funding, and providing insurance services that safeguard our clients’ futures. Our team is driven, ambitious, and passionate about delivering results.
The Role
We are looking for a Life and Business Protection Consultant to generate and manage new business through warm leads gained from our sector specialists within Christie & Co and Christie Finance. You will manage client relationships, ensure tailored coverage solutions while maintaining compliance and profitability. This role is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys the challenge of growing a book of business and converting existing clients.
In this role you will:
- Provide strategic advisory on Life, Key Person, and Business Loan Insurance, alongside Shareholder Protection, to fortify business resilience and mitigate critical operational risks for clients.
- Close sales and ensure policies are set up in a timely manner.
- Build long-term relationships internally with colleagues within Christie & Co and Christie Finance.
- Identify opportunities for upselling, cross-selling and growth.
- Keep ahead of industry, product and regulatory changes.
What we are looking for
The suitable candidate for this role would bring:
- Experience in providing strategic advisory services for Life Insurance solutions, including Key Person Insurance, Shareholder Protection, and Employee Benefits, with a primary focus on the SME sector.
- A well-founded understanding of the fundamentals of Insurance and its legal context and operation of the Insurance marketplace.
- A proven track record of maintaining strong conversion rates in quoting and selling to new and existing clients.
- A strong understanding of Life Insurance, business protection products and other solutions designed to safeguard assets, manage debt and secure income.
- Professionalism, with an engaging and friendly manner maintaining a client-led approach.
- Strong relationship building, influencing and team building skills.
- Ability to use software for statistical analysis and predictive modelling.
- Have a CII Certification (R05) or be working towards one.
What we can offer you
- 25 days of annual leave plus bank holidays.
- Holiday carryover & additional Christmas leave.
- Company sick pay.
- Learning and Development opportunities including paying CII membership and all relevant costs.
- Life assurance.
- Employee wellbeing assistance via Plumm.
- Cycle to work scheme.
- Healthcare, Gym and Lifestyle Discounts.
- Digital GP.
- Recommend a Friend employee referral bonus.
- Enhanced family friendly leave.
- And more!
Christie Insurance is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organisation and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.
Life and Business Protection Advisor employer: Christie Insurance
At Christie Insurance, we pride ourselves on being a dynamic and forward-thinking insurance brokerage that not only values your contributions but also invests in your professional growth. Located in Milton Keynes/Salisbury, we offer a collaborative work culture where your ideas are welcomed, and you can thrive in a fast-paced environment with uncapped commission opportunities. With comprehensive benefits including generous annual leave, learning and development support, and a commitment to employee wellbeing, Christie Insurance is the ideal place for those looking to make a meaningful impact while advancing their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Life and Business Protection Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Life and Business Protection Advisor role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Christie Insurance and understand their values and services. Tailor your answers to show how your experience aligns with their mission of helping clients secure their futures.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on showcasing your relationship-building skills and your passion for sales, as these are key for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Christie Insurance.
We think you need these skills to ace Life and Business Protection Advisor
Some tips for your application 🫡
Show Your Passion:When writing your application, let your passion for helping people shine through. We want to see how you connect with the idea of securing futures and building relationships—this is key for us at Christie Insurance!
Tailor Your Application:Make sure to customise your application to highlight your experience in life and business protection. Mention specific skills or experiences that align with what we’re looking for, like your understanding of insurance products and client relationship management.
Be Professional Yet Friendly:We value professionalism, but don’t forget to inject a bit of your personality into your application. A friendly tone can go a long way in showing us you’d fit right in with our team culture.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This helps us keep track of applications and ensures you’re considered for the role you’re excited about!
How to prepare for a job interview at Christie Insurance
✨Know Your Stuff
Make sure you brush up on your knowledge of life and business protection products. Understand the key features of policies like Key Person Insurance and Shareholder Protection, as well as the legal context of the insurance marketplace. This will help you answer questions confidently and show that you're serious about the role.
✨Build Rapport
Since this role is all about building relationships, practice your interpersonal skills before the interview. Think of ways to connect with the interviewer, perhaps by sharing relevant experiences or asking insightful questions about their team dynamics. A friendly, engaging manner can go a long way!
✨Show Your Sales Savvy
Prepare to discuss your previous sales experiences and how you've maintained strong conversion rates. Be ready to share specific examples of how you've successfully closed deals or built client relationships. This will demonstrate your ability to thrive in a fast-paced environment and contribute to the team's success.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask thoughtful questions about the company culture, growth opportunities, and how the Life & Business Protection team collaborates with other departments. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
