At a Glance
- Tasks: Lead and develop a protection sales team while driving performance and revenue 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 critical illness cover.
- Other info: Exciting opportunity for career growth in a fast-paced environment.
- Why this job: Make a real impact by coaching and developing a dynamic sales team.
- Qualifications: Two years of protection sales experience and strong leadership skills required.
The predicted salary is between 45000 - 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 in Southampton 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. Our commitment to employee development is reflected in our supportive culture, competitive salary packages, and comprehensive benefits, including private medical insurance and critical illness cover. Join us to lead a passionate team dedicated to delivering outstanding customer service while achieving your career aspirations in the financial services sector.
Contact Details:
John Charcol - Independent Mortgage Expertise Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Sales Manager in Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at John Charcol. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for those interviews! Research common questions for sales management roles and practice your answers. Think about how you’d drive performance and develop your team, and be ready to share specific examples from your experience.
✨Tip Number 3
Showcase your leadership skills! When you get the chance to meet with hiring managers, highlight your coaching and mentoring experiences. They want to see how you can inspire and develop others, so bring those stories to life!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the John Charcol team. Let’s make it happen!
We think you need these skills to ace Protection Sales Manager in Southampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Protection Sales Manager role. Highlight your experience in managing sales teams and your understanding of the FCA regulatory framework. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for developing people and driving performance. Tell us why you're excited about joining our team at John Charcol and how you can contribute to our success.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to meet targets and improve team performance. Numbers speak volumes, so if you've driven revenue growth or improved compliance standards, let us know!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!
How to prepare for a job interview at John Charcol - Independent Mortgage Expertise
✨Know Your Numbers
Before the interview, brush up on your sales performance metrics and be ready to discuss them. Understand how you’ve driven revenue growth in your previous roles and be prepared to share specific examples of targets you've set and achieved.
✨Showcase Your Leadership Skills
As a Protection Sales Manager, you'll need to demonstrate your ability to lead and develop a team. Prepare anecdotes that highlight your coaching experiences, how you've handled performance improvement plans, and any successful team initiatives you've led.
✨Understand Compliance Inside Out
Familiarise yourself with the FCA regulatory framework and Consumer Duty principles. Be ready to discuss how you’ve upheld compliance standards in your past roles and how you plan to ensure your team adheres to these regulations.
✨Build Relationships
Relationship-building is key in this role. Think about how you've successfully collaborated with other departments like Operations or Marketing in the past. Be prepared to share strategies you've used to foster strong internal relationships and improve business efficiency.
