At a Glance
- Tasks: Build relationships with customers and guide them through protection solutions.
- Company: Join Cavendish Online, a trusted and award-winning protection broker.
- Benefits: Competitive salary, flexible working, and opportunities for career progression.
- Other info: Dynamic team culture with a focus on personal development and ethical standards.
- Why this job: Make a real impact by helping customers protect what matters most to them.
- Qualifications: Experience in B2C sales, strong communication skills, and a customer-first mindset.
The predicted salary is between 33203 - 34950 £ per year.
Salary Range: £33,203 - £34,950
We support flexible working – for more information on flexible working options.
LOCATION: Bristol Harbourside
HOURS: Full-time – 40 hours (Monday to Thursday 9.45am-7pm and Friday 9.45am-6pm)
WORKING PATTERN: Our work style is Hybrid, which involves spending at least two days, or 40% of your working week, in our Bristol office. This will be agreed by your Line Manager.
Do you enjoy building relationships with customers and colleagues and enjoy working in a professional sales environment? Then there's a role here for you! We’re looking for an experienced and motivated Protection Consultant to join our growing Cavendish Online team. You’ll thrive in a professional sales environment with high-quality inbound leads (no cold calling), value doing the right thing for customers, and build a long-term career with a market-leading business.
You’ll be responsible for guiding customers through a range of protection solutions — taking the time to understand their circumstances and providing clear, ethical and compliant information that genuinely protects what matters most to them.
Day to day, you’ll be:
- Speaking with customers who are actively seeking protection products
- Building strong, trusted relationships through professional and empathetic conversations
- Identifying customer needs and providing appropriate protection solutions
- Consistently achieving — and exceeding — individual performance targets and KPIs
- Maintaining exceptional attention to detail, ensuring all information and documentation is accurate and compliant
- Working collaboratively with colleagues and contributing to a positive, high-performance team culture
This is a pivotal role within a high-performing team, offering excellent earning potential, structured development and progression within a business that is proud of its reputation.
About Us: Cavendish Online is a highly respected, award-winning protection broker, trusted by thousands of customers each year. Known for our integrity, long-term customer focus and extremely high standards, we don’t chase volume for volume’s sake — we deliver products that genuinely make a difference. Our customers already trust our brand and are actively seeking insurance, allowing you to focus on quality conversations, needs-based sales and outstanding outcomes, rather than cold calling or hard selling.
What you’ll need:
- Demonstrable experience working in a target-driven B2C sales environment, ideally within a financial services setting or selling financial products.
- A minimum of 12 months’ experience consistently achieving and exceeding KPIs, including sales conversion rates across financial products (e.g., loans, credit, insurance, protection) and revenue generation.
- Exceptional communication skills, with the ability to build trust quickly and guide customers confidently through their protection options.
- A genuine, customer-first mindset and high ethical standards.
- Highly organised and proactive, able to manage multiple priorities and maintain momentum in a fast-paced, target-driven environment.
- Strong attention to detail, ensuring accuracy and compliance when working within a heavily regulated financial services environment.
- Openness to feedback and a desire to continuously improve.
- A team player who positively influences others and shares knowledge.
Training to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Should you wish to contact us for any reason, please email us at: careers@lloydsbanking.com
Protection Consultant employer: Lloyds Bank plc
Lloyds Banking Group is an exceptional employer, offering a dynamic work environment in Cardiff that fosters professional growth and collaboration. With a competitive salary package, generous benefits including a robust pension scheme and flexible working options, employees are empowered to thrive both personally and professionally. The company prioritises inclusivity and well-being, ensuring that all team members can achieve their full potential while making a meaningful impact in the SME banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Consultant
✨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 Lloyds Bank plc. 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 Consultant
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 Lloyds Bank plc.
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 Lloyds Bank plc'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 Lloyds Bank plc
✨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 Lloyds Bank plc.
✨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 Lloyds Bank plc 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 Lloyds Bank plc 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.
