At a Glance
- Tasks: Collaborate with Independent Financial Advisers to deliver exceptional protection solutions.
- Company: Join a leading UK life and pensions mutual insurer with a proud history.
- Benefits: Enjoy 26 days holiday, flexible benefits, and a competitive salary.
- Other info: Remote work with occasional office visits and great career growth opportunities.
- Why this job: Make a real impact by helping people secure their financial futures.
- Qualifications: Sales experience and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
We have an exciting opportunity for a proactive, adaptable, driven and professional Protection Consultant to join our sales department. As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances.
Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do. We're committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued, reflected in our recognition as one of the Financial Times UK's Best Employers in 2025 and 2026. We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.
Within this role, you will work collaboratively with Independent Financial Advisers (IFA's) across the UK to deliver exceptional protection solutions; this activity is crucial in supporting with protection planning for their clients. You'll be a trusted partner and subject matter expert for your panel - your support, expertise and influence will therefore be key and will help you to deal with new and existing accounts, acquire new business, and maintain profitable business for LV=.
You’ll present our Protection proposition over the phone, via Teams, and in person (when required), develop new leads, and support advisers in progressing their protection businesses. The role can be primarily remote; however, periodic office visits to Bournemouth, and attendance at some adviser events will be required.
Key Responsibilities
- Delivering agreed business goals from an allocated regional panel (to be identified and managed via a business plan and Key Account plans where appropriate).
- Achieving individual financial targets for business volumes and premium income, in accordance with the required business mix.
- Ensuring that excellent customer outcomes are reached and conduct risk is adhered to.
- Attending network events and roadshows and providing in-person support when required.
- Developing consistent support from adviser firms, increasing the number of supporting advisers within a firm, and the breadth of protection products sold.
- Exceeding the required minimum levels of operational activity in key areas (minimum levels are set to achieve core business targets).
- Observing risk events and reporting these to the Risk Manager where appropriate.
- Maintaining and developing your knowledge of the LV= Protection proposition, competitor product offerings, and our competitive positioning.
- Carrying out data analysis and reports when required.
- Achieving and maintaining sales competence and CRM records, in line with LV= standards.
- Working as a team member to achieve corporate goals and meet targets collaboratively.
- Competently managing your diary to schedule appointments, record keeping, events and administrative tasks effectively.
About You
- Have robust experience of working within a targeted/sales-focused role.
- Work independently and collaboratively, with the ability to prioritise workload, meet targets accurately, and deliver business requirements within agreed timeframes.
- Be empathetic, a great communicator and listener, and genuinely have our customer's best interests at heart.
- Demonstrate strong numerical and literacy skills.
- Competently be able to use Microsoft Office programmes and any relevant CRM systems (training on LV= systems will be provided).
- Be self-motivated and proactive, with excellent planning and organisational skills.
- Have experience of working within Financial Services (desirable but not essential).
- Be willing to obtain R01 and R05 accreditations within the first 12 months of the role if these haven't already been achieved (these will be essential for the role).
- Be resilient, with a problem-solving attitude and the ability to think outside the box for creative solutions.
Rewards & Benefits
- This role is a Band B in the LV= Structure. At LV= Life and Pensions, you'll go above and beyond to do the right thing for our customers. We'll reward your hard work with an attractive, competitive salary and benefits package, which includes:
- 26 days' holiday, increasing to 28 days after 2 years of service.
- The opportunity to buy or sell up to five days of holiday.
- A sales/OTE bonus scheme (based on sales performance) paid twice yearly.
- Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance.
- Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements).
- Group Life Assurance of four times your basic pay to your dependents (you'll have the option to increase this to 8 x cover).
- Group Income Protection, if you enroll into the pension scheme and reach 5 years of service.
- Employee Assistance Programme (EAP) service for support when you need it.
- Virtual GP service.
- Shared parental leave.
- Up to 20% discount on our life products for you and your immediate family.
Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered.
We're proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it's right for you, our members and customers, and our business, then we'll do everything we can to make it happen.
Protection Consultant in Hyde employer: LV=
At LV=, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that empowers our employees to thrive. With competitive salaries, generous holiday allowances, and a comprehensive benefits package, including a robust pension scheme and flexible working options, we ensure our team members feel valued and motivated. Our commitment to professional development and recognition as one of the Financial Times UK's Best Employers in 2025 and 2026 makes LV= a fantastic place for those seeking meaningful and rewarding careers in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Consultant in Hyde
✨Tip Number 1
Network like a pro! Attend industry events and connect with Independent Financial Advisers (IFAs) to build relationships. Remember, it's all about who you know, so don’t be shy – introduce yourself and share your passion for protection solutions!
✨Tip Number 2
Be prepared to showcase your expertise! When you get the chance to present our Protection proposition, make it engaging and informative. Use real-life examples to demonstrate how our solutions can help clients live financially confident lives.
✨Tip Number 3
Stay organised and manage your time wisely. Keep track of your appointments and follow-ups using a planner or CRM system. This will help you stay on top of your game and ensure you’re meeting those all-important financial targets.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our mission of helping people protect their futures.
We think you need these skills to ace Protection Consultant in Hyde
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about becoming a Protection Consultant and helping our members live financially confident lives.
Tailor Your CV:Make sure to customise your CV to highlight relevant experience that aligns with the key responsibilities of the role. We love seeing how your skills can contribute to our team and support our advisers!
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so make sure your achievements and experiences are easy to read and understand. This helps us get a quick grasp of what you bring to the table.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at LV=
✨Know Your Stuff
Make sure you have a solid understanding of the LV= Protection proposition and the competitive landscape. Brush up on key products and services, as well as any recent industry trends. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experience and how you've met targets in the past. Think of specific examples where you've successfully developed leads or supported clients. This will highlight your ability to thrive in a targeted sales-focused role.
✨Be a Great Communicator
As a Protection Consultant, you'll need to communicate effectively with Independent Financial Advisers. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your communication skills and ensure you come across as empathetic and approachable.
✨Plan Your Diary
Since managing your diary is crucial for this role, be prepared to discuss how you prioritise tasks and schedule appointments. Share examples of how you've effectively managed your time in previous roles, and be ready to explain how you would approach this in the context of supporting advisers and achieving business goals.