Protection Advisor in Southampton

Protection Advisor in Southampton

Southampton Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Dobson Welch

At a Glance

  • Tasks: Provide expert advice on protection insurance and manage client cases effectively.
  • Company: A well-established mortgage brokerage with a strong reputation.
  • Benefits: Competitive salary, uncapped commission, hybrid working, and 26 days holiday.
  • Other info: Clear career progression opportunities within a respected national brand.
  • Why this job: Join a supportive team and make a real difference in clients' financial futures.
  • Qualifications: Experience in protection insurance and strong communication skills.

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

A well-established, whole-of-market mortgage brokerage is looking for an experienced Protection Adviser to join its growing team. The business has built a strong reputation for delivering high-quality mortgage and protection advice. You will work closely with an established Mortgage Advice network, receiving warm leads and helping clients put the right protection in place to safeguard their financial future.

The Role:

  • Provide expert advice on protection insurance products
  • Manage your pipeline and client cases effectively
  • Convert warm leads from Mortgage Advisers
  • Maintain accurate records and compliant case management
  • Deliver strong customer outcomes while meeting sales targets

About You:

  • Experience advising on protection insurance products
  • Strong organisation and pipeline management skills
  • Customer-focused with excellent communication skills
  • Comfortable working in a regulated, target-driven environment
  • Confident using IT systems and Microsoft Office

What’s on Offer:

  • Competitive salary + uncapped commission
  • Hybrid working (up to 2 days from home after 6 months)
  • 26 days holiday + bank holidays
  • Life insurance, income protection & critical illness cover
  • Optional private medical insurance
  • Team events and company socials
  • Clear career progression within a respected national brand

This is a fantastic opportunity for a Protection Adviser looking to grow their career within a supportive and high-performing environment. Due to high volume response only suitable candidates will be contacted.

Protection Advisor in Southampton employer: Dobson Welch

Join a well-established mortgage brokerage in Southampton, where you will thrive in a supportive and high-performing environment. With competitive salaries, uncapped commission from day one, and a strong focus on employee growth through clear career progression, this company prioritises your success while offering a hybrid working model and generous benefits including life insurance and optional private medical cover. Experience a vibrant work culture with team events and a commitment to delivering exceptional customer outcomes.

Dobson Welch

Contact Details:

Dobson Welch Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Protection Advisor in Southampton

Tip Number 1

Network like a pro! Reach out to your connections in the mortgage and protection industry. You never know who might have a lead or can put in a good word for you.

Tip Number 2

Practice your pitch! Be ready to explain why you're the perfect fit for the Protection Adviser role. Highlight your experience and how you can help clients safeguard their financial future.

Tip Number 3

Stay organised! Keep track of your applications and follow up with potential employers. A little persistence can go a long way in landing that dream job.

Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge over the competition.

We think you need these skills to ace Protection Advisor in Southampton

Protection Insurance Knowledge
Pipeline Management
Customer Service Skills
Communication Skills
Sales Target Achievement
Regulatory Compliance
IT Proficiency

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience with protection insurance products. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you’re passionate about helping clients safeguard their financial future and how your background makes you the perfect fit for our team.

Showcase Your Organisation Skills:Since managing a pipeline is key in this role, give us examples of how you've effectively managed client cases in the past. We love seeing candidates who can juggle multiple tasks while keeping everything on track!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity!

How to prepare for a job interview at Dobson Welch

Know Your Protection Products

Make sure you brush up on the various protection insurance products you'll be advising on. Understand the key features, benefits, and potential pitfalls of each product so you can confidently discuss them during your interview.

Showcase Your Customer Focus

Prepare examples that highlight your customer-focused approach. Think about times when you've gone above and beyond for clients or how you've successfully managed client relationships in a regulated environment.

Demonstrate Your Organisation Skills

Since managing a pipeline is crucial for this role, come prepared to discuss your organisational strategies. Share specific tools or methods you use to keep track of client cases and ensure compliance.

Practice Your Communication Skills

As communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experience and answering common interview questions.