At a Glance
- Tasks: Engage with clients to provide essential protection advice and support their financial security.
- Company: Join Capricorn Financial Mortgages, a supportive and innovative team in Hammersmith.
- Benefits: Enjoy uncapped earnings, flexible self-employment, and comprehensive training.
- Other info: Receive 15-20 warm leads weekly and thrive in a collaborative environment.
- Why this job: Make a real difference by helping clients protect what matters most to them.
- Qualifications: Experience in sales or protection advice is preferred; trainees are welcome to apply.
The predicted salary is between 30000 - 50000 £ per year.
Are you an experienced Protection Adviser who knows you could write significantly more business if you had more clients to speak to? At Capricorn Financial Mortgages, our Protection Advisers generally receive around 15–20 warm leads every week through our mortgage adviser referral model and wider introducer relationships. You will be speaking to clients who are already engaged in the mortgage process and have a clear need to protect themselves, their families and their homes.
This is a self-employed opportunity with uncapped earning potential, but it is not a cold start. The model is designed to give advisers a consistent flow of opportunities without having to build their own lead source from scratch.
Earning potential: Realistic OTE:
- Year 1: £30,000–£50,000
- Year 2: £80,000–£120,000
- Year 3: £150,000+
- Year 4: £175,000+
Why join Capricorn?
- Opportunities across life insurance, critical illness cover, income protection and family protection
- Clients generated through our mortgage adviser referral model and wider introducer relationships
- Technology and systems designed to minimise administration
- Training and support through Sesame and in-house at Capricorn
- Supportive team leader, mentor and coaching structure
- A collaborative, adviser-led environment focused on performance and strong client outcomes
Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and provider support.
Who we are looking for
- Existing Protection Advisers who could write more business with stronger lead flow
- Mortgage & Protection Advisers looking to focus more heavily on protection
- Experienced insurance advisers with strong protection sales experience
- High-performing sales professionals from other sectors with a proven track record of exceeding targets, converting leads and closing business, who are looking to build a career in financial services and protection.
You will be commercially ambitious, confident speaking to clients by phone or video, and comfortable managing a consistent flow of protection opportunities from referral through to application and completion.
RO5 is preferred, although strong candidates close to completion will also be considered. If limited lead flow or capped earnings are holding you back, this could be an opportunity to significantly increase your production within an established platform.
Not sure whether self-employment is right for you? Apply anyway. The first conversation is confidential and there is no obligation. We will explain the lead flow, earning model and support available so you can decide whether Capricorn is right for you.
Applicants must have the right to work in the UK without the need for sponsorship.
Protection Adviser (Trainees welcome) in Southall employer: Ecruit
Join a dynamic team as an Air Conditioning Field Engineer, where your expertise will be valued and rewarded. With a strong focus on employee growth, we offer extensive training opportunities and a supportive work culture that encourages innovation and collaboration. Enjoy the benefits of a competitive salary, overtime pay, and a company van, all while working in the vibrant North West London area, known for its diverse community and thriving economy.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser (Trainees welcome) in Southall
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Ecruit). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Ecruit. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Protection Adviser (Trainees welcome) in Southall
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Ecruit.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Ecruit. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Ecruit
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Ecruit to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Ecruit, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Ecruit's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
