At a Glance
- Tasks: Provide tailored insurance advice and help clients secure financial peace of mind.
- Company: Join a supportive team at a leading insurance brokerage with a focus on integrity.
- Benefits: Competitive salary, flexible working options, ongoing training, and career progression.
- Why this job: Make a real impact while building long-term client relationships in a dynamic environment.
- Qualifications: Experience in insurance or financial services and strong communication skills required.
- Other info: Exciting opportunities for personal growth and industry qualifications await you.
The predicted salary is between 25000 - 30000 £ per year.
We are seeking a highly motivated, knowledgeable, and customer-focused Insurance Broker / Protection Adviser to join our growing team. You will be responsible for providing tailored insurance advice and arranging protection products such as life insurance, critical illness cover, income protection, and home/buildings insurance for individuals, families & company directors & shareholders. This is an excellent opportunity for someone who thrives in a fast-paced, target-driven environment and wants to make a real impact in helping clients secure financial peace of mind.
Key Responsibilities:
- Consult with clients to understand their personal protection needs, lifestyle, and financial goals
- Offer whole-of-market or panel-based advice on a range of insurance products (life, CI, IP, FIB, PMI, home/buildings & contents etc..)
- Prepare quotes, comparisons, and policy recommendations in line with client requirements
- Ensure full compliance with FCA & network guidelines and internal procedures
- Maintain up-to-date product knowledge and keep track of industry changes
- Build and maintain long-term client relationships through exceptional service
- Achieve and exceed personal and team-based sales targets and KPIs
- Accurately maintain records and submit applications via CRM and insurer portals
- Handle policy amendments, renewals, and client queries post-sale
Requirements:
- Minimum 1 years experience in insurance, financial services and/or protection sales
- Strong knowledge of life, critical illness, income protection, and home insurance products
- Excellent communication, rapport-building, and objection-handling skills
- Target-driven, self-motivated, and capable of working independently and within a team
- Familiarity with compliance requirements and FCA-regulated environments
- Experience using CRM systems and insurer portals
- CeMAP, RO5, or equivalent financial qualifications
Protection Advisor in Brentwood employer: Kings Permanent Recruitment
Contact Detail:
Kings Permanent Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor in Brentwood
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about the role, make sure you can clearly explain why you’re the perfect fit for the Protection Advisor position. Highlight your experience and how you can help clients achieve financial peace of mind.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re excited about the position and how you can contribute to the team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got high-quality leads and a supportive culture that values integrity and customer outcomes. Plus, it’s the best way to ensure your application gets seen by the right people!
We think you need these skills to ace Protection Advisor in Brentwood
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Protection Advisor role. Highlight your experience in insurance and how it aligns with our needs. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills in communication, rapport-building, and compliance have made a difference in your previous roles. We love seeing real examples of your success!
Be Authentic: Let your personality shine through in your application. We’re looking for someone who fits into our supportive, team-oriented culture, so don’t be afraid to show us who you are and what motivates you!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker. We can’t wait to hear from you!
How to prepare for a job interview at Kings Permanent Recruitment
✨Know Your Products Inside Out
As a Protection Advisor, you’ll need to be well-versed in life insurance, critical illness cover, and income protection. Brush up on the specifics of these products and be ready to discuss how they can meet different client needs. This knowledge will not only impress your interviewers but also show that you're genuinely interested in helping clients.
✨Showcase Your Communication Skills
In this role, building rapport with clients is key. During the interview, demonstrate your communication skills by actively listening and responding thoughtfully. You might even role-play a client consultation scenario to showcase how you would handle objections and provide tailored advice.
✨Prepare for Compliance Questions
Since the role involves working within FCA guidelines, expect questions about compliance. Familiarise yourself with relevant regulations and be prepared to discuss how you ensure compliance in your work. This shows that you take the responsibilities of the role seriously and understand the importance of adhering to industry standards.
✨Highlight Your Target-Driven Mindset
This position is all about achieving sales targets, so be ready to share examples of how you've met or exceeded targets in the past. Discuss your strategies for staying motivated and how you plan to contribute to the team’s success. This will help convey that you’re not just a good fit for the role, but also for the company culture.