At a Glance
- Tasks: Build relationships with customers and guide them through protection solutions.
- Company: Join Cavendish Online, a respected and award-winning protection broker.
- Benefits: Enjoy a generous pension, share schemes, 24 days' holiday, and wellbeing initiatives.
- Other info: Hybrid working model with comprehensive training and ongoing support.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Experience in B2C sales, exceptional communication skills, and a customer-first mindset.
The predicted salary is between 30000 - 40000 £ per year.
LOCATION: Bristol Harbourside
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites (Monday-Thursday 9:45am-7:00pm | Friday 9:45am-6:00pm)
About this opportunity
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)
- Revenue generation and product-specific sales targets
- 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 & Support
We are committed to your success from day one, you will receive full comprehensive full-time training for your first 3 weeks (Bristol office-based) Ongoing coaching, feedback and development once competent.
About working for us
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
We also offer a wide-ranging benefits package:
- A generous pension contribution of up to 15%
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 24 days' holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
Ready for a career where you can have a positive impact as you learn, grow and thrive?
Protection Consultant (Core Team) - Cavendish Online in Bristol employer: LLOYDS BANKING GROUP
Cavendish Online is an exceptional employer located in the vibrant Bristol Harbourside, offering a hybrid work environment that promotes work-life balance. With a strong commitment to employee development, you will benefit from comprehensive training, ongoing coaching, and a culture that values diversity, equity, and inclusion. Join a high-performing team where your contributions are recognised, and enjoy a competitive benefits package including generous pension contributions, flexible working arrangements, and a focus on wellbeing initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Consultant (Core Team) - Cavendish Online in Bristol
✨Tap into Campus Networks
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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.
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We think you need these skills to ace Protection Consultant (Core Team) - Cavendish Online in Bristol
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 BANKING GROUP.
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Research and Reflect:Before hitting that 'apply' button on LLOYDS BANKING GROUP'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 BANKING GROUP
✨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 BANKING GROUP.
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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 BANKING GROUP 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 BANKING GROUP 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.
