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 Kingston 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 a competitive salary and comprehensive benefits package, including generous holiday allowances and a robust pension scheme, we are committed to fostering professional growth and development. Our Bournemouth location provides a collaborative environment where you can connect with colleagues and advisers, making a meaningful impact in the lives of our members and customers.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Consultant in Kingston
✨Tip Number 1
Network like a pro! Attend industry events and connect with Independent Financial Advisers (IFAs) to build relationships. The more people you know, the better your chances of landing that Protection Consultant role.
✨Tip Number 2
Show off your expertise! Prepare to discuss the LV= Protection proposition and how it stands out from competitors. Being knowledgeable will make you a trusted partner in the eyes of potential employers.
✨Tip Number 3
Practice your pitch! Whether it's over the phone or in person, being able to confidently present protection solutions is key. Role-play with friends or family to get comfortable before the big day.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team at LV=.
We think you need these skills to ace Protection Consultant in Kingston
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Protection Consultant role. Highlight your sales experience and how it aligns with our mission to help people live financially confident lives.
Showcase Your Communication Skills:As a Protection Consultant, you'll need to be a great communicator. Use your application to demonstrate your ability to connect with others, whether through your writing style or by sharing relevant experiences.
Be Yourself:We want to see the real you! Don’t hesitate to let your personality shine through in your application. We celebrate individuality and believe it makes us stronger, so bring your true self to the table.
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 ensure it gets the attention it deserves!
How to prepare for a job interview at LV=
✨Know Your Stuff
Make sure you have a solid understanding of the protection products offered by the company. Familiarise yourself with their unique selling points and how they compare to competitors. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Sales Skills
Prepare examples from your past experiences where you've successfully met sales targets or built strong relationships with clients. Be ready to discuss how you can apply these skills to support Independent Financial Advisers and drive business for the company.
✨Be a Team Player
Highlight your ability to work collaboratively, as this role involves supporting advisers and working towards corporate goals. Share instances where you've contributed to team success and how you can bring that same energy to the new role.
✨Ask Thoughtful Questions
Prepare insightful questions about the company's culture, values, and future plans. This shows that you're not only interested in the position but also in how you can contribute to the company's mission of helping customers live financially confident lives.