Life & Business Protection Advisor
Life & Business Protection Advisor

Life & Business Protection Advisor

Full-Time 30000 - 40000 £ / year (est.) No home office possible
Christie Insurance

At a Glance

  • Tasks: Help business owners secure their futures with tailored insurance solutions.
  • Company: Join a forward-thinking insurance brokerage with a collaborative culture.
  • Benefits: Enjoy 25 days leave, health perks, and professional development opportunities.
  • Other info: Be part of a growing team with excellent career growth potential.
  • Why this job: Make a real impact while building relationships in a dynamic environment.
  • Qualifications: Experience in life insurance and strong relationship-building skills required.

The predicted salary is between 30000 - 40000 £ per year.

Christie Insurance is a forward-thinking Insurance Brokerage and proud member of Christie Group plc, 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. We are driven by a passion for sales, offering a dynamic and fast-paced environment where you can thrive and achieve uncapped commission. The leads to drive the new business are from our internal networks with the full details you require including their key financial details, enabling you to have a meaningful conversation from day one. As the client progresses during the purchase of their business, there is no need for cold calling or database farming, meaning higher conversion rates.

Christie Insurance is more than just a workplace—it’s a launchpad for your career. Here, your voice matters. We foster a collaborative environment where ideas are welcomed, and you can actively shape the direction and success of the business. As an independent brokerage, we offer unmatched access to professionals across our sectors, empowering you to make a real impact while building a rewarding career. You'll be part of a growing team of experienced consultants and brokers committed to excellence in business and life insurance.

We are looking to recruit a new member to support our strategic growth plans in the Life & Business Protection team. If you are passionate about helping business owners secure their futures and thrive on building relationships with a high-performing team that values expertise, autonomy, and ambition, Christie Insurance is the place to make your mark.

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.

Responsibilities

  • 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.

Qualifications

  • 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.

Benefits

  • 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.

Life & 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. With a collaborative work culture that encourages innovation and autonomy, you will thrive in an environment where your ideas matter and your career can flourish. Enjoy a range of benefits including generous annual leave, comprehensive learning opportunities, and a supportive team dedicated to helping you succeed in the Life & Business Protection sector.
Christie Insurance

Contact Detail:

Christie Insurance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Life & Business Protection Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that you didn’t even know existed.

✨Tip Number 2

Practice your pitch! You’ll want to be ready to talk about your skills and experiences in a way that resonates with potential employers. Role-play with friends or family to get comfortable and confident before those interviews.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’re the perfect fit for the Life & Business Protection Advisor position.

✨Tip Number 4

Apply through our website! We love seeing applications come directly from candidates who are excited about joining us at Christie Insurance. It shows initiative and gives you a better chance of standing out in the crowd.

We think you need these skills to ace Life & Business Protection Advisor

Strategic Advisory Skills
Life Insurance Knowledge
Key Person Insurance Expertise
Shareholder Protection Understanding
Client Relationship Management
Sales Closing Skills
Compliance Knowledge
Upselling and Cross-Selling Skills
Industry Awareness
Insurance Marketplace Understanding
Statistical Analysis Software Proficiency
CII Certification (R05) or Progress Towards It
Professionalism
Relationship Building Skills
Team Building Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the Life & Business Protection Advisor role. Highlight your experience in strategic advisory services and any relevant qualifications, like your CII Certification. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for helping business owners and your understanding of life insurance products. Let us know why you're excited about joining Christie Insurance and how you can contribute to our growth.

Showcase Your Relationship-Building Skills: In this role, building long-term relationships is key. Use your application to demonstrate your ability to connect with clients and colleagues alike. Share examples of how you've successfully managed client relationships in the past.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!

How to prepare for a job interview at Christie Insurance

✨Know Your Insurance Stuff

Make sure you brush up on your knowledge of Life Insurance, Key Person Insurance, and Shareholder Protection. Christie Insurance is looking for someone who can provide strategic advice, so be ready to discuss how these products can help clients safeguard their futures.

✨Showcase Your Relationship Skills

Since this role involves building long-term relationships, think of examples from your past experiences where you've successfully managed client relationships or collaborated with colleagues. Highlight your ability to influence and connect with others—this will resonate well with the team.

✨Prepare for Real Conversations

With warm leads coming from internal networks, practice how you would approach a meaningful conversation with a potential client. Think about how you can identify their needs and offer tailored solutions right from the start.

✨Stay Ahead of the Game

Familiarise yourself with the latest industry trends and regulatory changes in the insurance market. Being knowledgeable about current events will show that you're proactive and committed to providing the best service possible.

Life & Business Protection Advisor
Christie Insurance

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