At a Glance
- Tasks: Lead and develop a dynamic protection sales team while driving performance and growth.
- Company: Join John Charcol, a leading name in financial services with a supportive culture.
- Benefits: Competitive salary up to £69,000, private medical insurance, and discounts on mortgage fees.
- Other info: Exciting opportunity for career growth in a fast-paced environment.
- Why this job: Make a real impact by coaching others and shaping the future of protection sales.
- Qualifications: Two years of protection sales experience and strong leadership skills required.
The predicted salary is between 65000 - 69000 £ per year.
Are you an experienced protection sales professional ready to step into a leadership role? John Charcol is looking for a Protection Sales Manager to join our Protection team, based full-time at our Southampton office.
Location: Southampton (full-time office-based, with occasional travel to London and other UK sites)
Department: Protection
Reports to: Protection Sales Director
About the Role
You'll be responsible for the management and development of a protection sales team, driving performance and helping advisers reach their full potential - all while upholding the highest compliance and customer service standards.
What You'll Be Doing
- Running daily team catch-ups to plan the day, review sales performance, and work through lead numbers, FF numbers, and problem-pot cases.
- Weekly check-ins with the Protection Sales Director to review team performance and escalate adviser concerns.
- Setting team sales targets and actively driving revenue growth across Protection, Wills, Wealth Referrals, and PMI.
- Conducting monthly 1-2-1s, performance improvement plans, and regular call listening with feedback.
- Managing interviews and onboarding for new team members.
- Monitoring NTU data to identify reinstatement opportunities and prevent recurrence.
- Managing 4-year renewal campaign data to ensure clients are contacted within the renewal window.
- Handling complaints from referring advisors, admin, or clients.
- Building strong relationships with Operations, EST, Marketing, Compliance, and HR to improve business efficiency.
- Managing HR matters including probation, absence, disciplinary, and performance improvement policies.
- Producing regular management information and reports.
- Championing John Charcol values and embedding a strong, supportive team culture.
- Upholding FCA Consumer Duty by placing customer best interests at the heart of every decision.
What We're Looking For
- Minimum two years of proven advised protection sales experience in a regulated financial services environment.
- Attained Competent Adviser Status in a current or previous role.
- Demonstrable experience managing and coaching a sales team in a regulated environment.
- Strong understanding of the FCA regulatory framework, Consumer Duty, and T&C requirements.
- Excellent communication and presentation skills - both written and verbal.
- Ability to interpret MI and translate insights into actionable team development priorities.
- Strong time management and accuracy under competing demands.
- Proven relationship-building skills with internal introducers, lenders, and providers.
- An enthusiastic coach and motivator with a genuine desire to develop others.
Key Competencies
- Leadership
- Developing People
- Team Player
- Results Orientated
- Commercially Astute
- Client Focused
- Relationship Building
- Strategic Thinking
- Adaptability
- Assertive and Confident
- Accuracy and Attention to Detail
Performance is measured against: Team business targets, individual adviser target/learning curves, KPIs including BZW, On Risk, NTUs and Clawbacks, T&C requirements, and goals set by the business.
What we offer:
- Competitive salary with OTE potential £65,000-£69,000 including a base salary of £45,000.
- Critical illness cover.
- Private medical insurance (upon successful completion of probation).
- Discounts on fees for mortgages.
Interested? Apply via LinkedIn or reach out directly. We'd love to hear from you.
Protection Sales Manager employer: John Charcol - Independent Mortgage Expertise
At John Charcol, we pride ourselves on being an exceptional employer, offering a dynamic work environment in our Southampton office where collaboration and professional growth are at the forefront. As a Protection Sales Manager, you'll not only lead a dedicated team but also benefit from competitive salaries, private medical insurance, and a culture that champions personal development and compliance excellence. Join us to make a meaningful impact in the financial services sector while enjoying the support of a strong, values-driven team.
Contact Details:
John Charcol - Independent Mortgage Expertise Recruitment Team
