At a Glance
- Tasks: Lead a dynamic sales team, drive revenue growth, and enhance client relationships.
- Company: Join a leading financial services firm with a strong team culture.
- Benefits: Competitive salary, OTE potential, private medical insurance, and mortgage fee discounts.
- Other info: Exciting opportunity for career growth in a supportive environment.
- Why this job: Make a real impact by coaching others and driving sales success.
- Qualifications: Proven protection sales experience and strong leadership skills required.
The predicted salary is between 45000 - 69000 £ per year.
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 escalade 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.
Qualifications:
- 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 Metrics:
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.
Benefits:
- 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.
Protection Sales Manager in Southampton employer: John Charcol
At John Charcol, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and personal growth. As a Protection Sales Manager, you will benefit from competitive remuneration, comprehensive health coverage, and the opportunity to lead a motivated team while driving meaningful results in a supportive environment. Our commitment to employee development and strong values ensures that you will thrive both professionally and personally in our vibrant London office.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Sales Manager in Southampton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like John Charcol. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Protection Sales Manager in Southampton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to John Charcol.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on John Charcol's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at John Charcol
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with John Charcol.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at John Charcol will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former John Charcol employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
