At a Glance
- Tasks: Help customers protect their families and finances with tailored advice.
- Company: Award-winning protection specialist with a supportive culture.
- Benefits: Competitive salary, OTE of £75,000, ongoing training, and career progression.
- Other info: Join a dynamic team focused on customer outcomes and professional growth.
- Why this job: Make a real difference in people's lives while advancing your career.
- Qualifications: Experience in protection sales and strong communication skills.
The predicted salary is between 32000 - 35000 £ per year.
- Protection Advisor
- £32,000-£35,000 Basic Salary | £75,000 OTE | Excellent Culture | Career Progression
Are you an experienced Protection Advisor looking to join a business where customer outcomes, career development and a supportive culture are genuinely valued?
This opportunity offers a £32,000-£35,000 basic salary and £75,000 OTE with an award-winning protection business recognised for its excellent Feefo customer ratings.
You’ll join a collaborative team with an exceptional working culture, ongoing professional development and opportunities to progress into specialist Business Protection advice.
Package & Benefits
- £75,000 on-target earnings.
- Ongoing training and coaching through a comprehensive training academy.
- Support towards your R05 Financial Protection qualification, if not already held.
- Clear career progression, including opportunities within the Business Protection team.
- A supportive, people-focused environment where performance and development are recognised.
About the Company
You’ll join an established, award-winning protection specialist with excellent Feefo ratings and a strong commitment to delivering positive customer outcomes.
The business combines high professional standards with an excellent working culture.
Its training academy provides ongoing development for advisers at every stage, helping you strengthen your technical knowledge, improve your advice skills and build a long-term career.
The Role
As a Protection Advisor, you’ll provide personalised recommendations to customers, helping them protect their families, income and financial commitments.
You’ll manage the advice journey from initial consultation through to application and policy completion, balancing commercial performance with suitable recommendations and excellent service.
Key Responsibilities for the Protection Advisor
- Conduct detailed fact-finds to understand customers' personal circumstances, financial commitments and protection priorities.
- Review existing cover and identify protection needs or gaps.
- Research suitable life insurance, critical illness and income protection solutions in line with the business's product offering.
- Liaise with insurers and internal support teams to progress applications and resolve outstanding requirements.
- Manage your pipeline, follow-ups and customer communications through to policy completion.
- Recognise vulnerable customers and adapt your approach to their needs.
- Maintain compliant records and deliver good customer outcomes in line with FCA requirements and Consumer Duty.
Experience for the Protection Advisor
- Previous experience providing advised protection sales, including life insurance.
- A strong understanding of protection products and the regulated advice process.
- Confidence conducting detailed fact-finds and making suitable recommendations.
- Excellent telephone communication, rapport-building and objection-handling skills.
- A consultative approach that puts customer needs first.
- Strong organisation, pipeline management and attention to detail.
- A track record of achieving sales targets while maintaining compliance and quality standards.
- R05 qualification would be advantageous, although support is available if not already held.
- Ambition to develop your expertise and progress within protection advice.
- JL_FIN
- #J-18808-Ljbffr
Protection Advisor in Sale employer: Fintelligent Search Ltd
Fintelligent Search Ltd is an exceptional employer that prioritises employee growth and development, offering robust support for CII qualifications and a clear career progression path. With a strong emphasis on service quality and collaboration, the work culture fosters a supportive environment where employees can thrive while managing a dynamic caseload of motor claims. Located in a vibrant area, this role not only provides meaningful work but also the opportunity to be part of a dedicated team committed to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor in Sale
✨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 Fintelligent Search Ltd). 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 Fintelligent Search Ltd. 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 Advisor in Sale
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 Fintelligent Search Ltd.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Fintelligent Search Ltd. 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 Fintelligent Search Ltd
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Fintelligent Search Ltd 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 Fintelligent Search Ltd, 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 Fintelligent Search Ltd'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.
