At a Glance
- Tasks: Advise clients on protection options and review their current arrangements.
- Company: Established and growing business with a focus on client outcomes.
- Benefits: Competitive salary, performance bonuses, and hybrid working options.
- Other info: Collaborative environment with opportunities for growth and support from experienced advisers.
- Why this job: Work with warm leads and make a real difference in clients' lives.
- Qualifications: Experience in protection advising and strong relationship management skills.
The predicted salary is between 30000 - 35000 £ per year.
Hybrid | Watford + Working from Home
£30,000 - £35,000 Basic + Performance Bonus
Realistic OTE: £60,000 - £70,000
Are you an experienced Protection Adviser looking for better-quality leads, stronger earning potential and the opportunity to focus on advising rather than chasing business? This is an excellent opportunity to join an established and growing business where you will work with warm protection opportunities from an existing customer base, not cold leads.
You will be speaking to existing clients, reviewing their current protection arrangements and identifying where better or more suitable cover may now be available based on their circumstances. This role offers a strong mix of advising, relationship management and business generation, giving you access to high-converting opportunities while also allowing you to build additional business through referrals and client relationships.
You will work closely with highly experienced advisers, giving you strong support and a collaborative environment focused on performance and client outcomes.
- Advise clients on Life Insurance, Critical Illness and Income Protection
- Review existing customer protection arrangements
- Speak with warm, high-quality leads from an established client base
- Identify opportunities to improve client cover and outcomes
Protection Adviser / Client Review Specialist employer: Kalon Financial Ltd
Join a dynamic and supportive team in Watford, where as a Protection Adviser, you will benefit from a collaborative work culture that prioritises client outcomes and employee growth. With access to warm leads and a strong performance bonus structure, this role not only offers competitive earnings but also the chance to develop your skills alongside experienced advisers in a thriving business environment. Embrace the opportunity to make a meaningful impact on clients' lives while enjoying the flexibility of hybrid working.
