Life & Business Protection Advisor in Milton Keynes
Life & Business Protection Advisor

Life & Business Protection Advisor in Milton Keynes

Milton Keynes Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
Christie Insurance

At a Glance

  • Tasks: Advise clients on life and business protection insurance while managing warm leads.
  • Company: Christie Insurance, a forward-thinking brokerage with a collaborative culture.
  • Benefits: Uncapped commission, flexible working, 25 days leave, and professional development opportunities.
  • Other info: Join a passionate team and enjoy excellent career growth opportunities.
  • Why this job: Make a real impact by helping businesses secure their futures in a dynamic environment.
  • Qualifications: Experience in life insurance advisory and strong relationship-building skills required.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Location: Milton Keynes or Salisbury

About us

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 will 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.

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

  • Uncapped commission structure paid quarterly.
  • Flexible working.
  • 25 days of annual leave plus bank holidays.
  • Holiday carryover & additional Christmas leave.
  • Company sick pay.
  • Income protection if you fall unwell.
  • 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.
  • Eyecare vouchers.
  • And more!

Just a heads-up: We’re not working with recruitment agencies on this role, so please do not reach out with speculative CVs. Thank you for your understanding!

Life & Business Protection Advisor in Milton Keynes employer: Christie Insurance

At Christie Insurance, we pride ourselves on being a dynamic and forward-thinking insurance brokerage that offers not just a job, but a career launchpad in Milton Keynes or Salisbury. Our collaborative work culture encourages innovation and personal growth, while our commitment to employee wellbeing and development ensures you thrive in a fast-paced environment with uncapped commission opportunities. Join us to make a meaningful impact in the lives of business owners and enjoy a range of benefits including flexible working, generous leave, and comprehensive support for your professional journey.
Christie Insurance

Contact Detail:

Christie Insurance Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Connect with industry professionals on LinkedIn and attend local events in Milton Keynes or Salisbury. Building relationships can lead to warm leads and insider info about job openings.

✨Tip Number 2

Prepare for interviews by researching Christie Insurance and its services. Understand their approach to Life and Business Protection, so you can showcase how your skills align with their mission during the chat.

✨Tip Number 3

Practice your pitch! Be ready to discuss your experience in providing strategic advisory services and how you can help clients secure their futures. Confidence is key when you're aiming for that uncapped commission!

✨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 being part of the Christie Insurance team.

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

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
Conversion Rate Maintenance
Team Building Skills
Statistical Analysis Software Proficiency
CII Certification (R05) or Progress Towards It
Professionalism and Client Engagement

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Life & Business Protection Advisor role. Highlight your experience in life insurance and relationship building, as these are key to what we’re looking for at Christie Insurance.

Show Your Passion: Let your enthusiasm for helping business owners shine through in your application. We want to see that you’re not just looking for a job, but that you’re genuinely excited about making a difference in clients' lives.

Be Clear and Concise: Keep your application straightforward and to the point. Use bullet points where possible to make it easy for us to see your qualifications and achievements at a glance.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with Christie Insurance.

How to prepare for a job interview at Christie Insurance

✨Know Your Products Inside Out

Make sure you have a solid understanding of Life Insurance, Key Person Insurance, and Shareholder Protection. Be ready to discuss how these products can help clients secure their futures and mitigate risks. This knowledge will not only impress your interviewers but also show that you're genuinely passionate about the role.

✨Showcase Your Relationship-Building Skills

Since this role involves managing client relationships, be prepared to share examples of how you've successfully built and maintained relationships in the past. Highlight your ability to connect with clients and colleagues alike, as Christie Insurance values collaboration and teamwork.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills and ability to handle real-life situations. Think of scenarios where you've had to upsell or cross-sell insurance products, and be ready to explain your thought process and the outcomes. This will demonstrate your strategic advisory capabilities.

✨Research the Company Culture

Familiarise yourself with Christie Insurance's values and culture. They pride themselves on being forward-thinking and collaborative, so be ready to discuss how you can contribute to this environment. Showing that you align with their mission will make you a more attractive candidate.

Life & Business Protection Advisor in Milton Keynes
Christie Insurance
Location: Milton Keynes

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