At a Glance
- Tasks: Advise clients on life insurance and protection products while building lasting relationships.
- Company: Join the UK's leading mortgage broker with a proven track record of excellence.
- Benefits: Uncapped commission, ongoing training, and access to warm leads from established clients.
- Other info: Dynamic workplace with opportunities for professional development and ethical practices.
- Why this job: Make a real difference in clients' lives while growing your career in a supportive environment.
- Qualifications: Experience in protection advisory and strong communication skills are preferred.
The predicted salary is between 30000 - 70000 £ per year.
Location: Newcastle Upon Tyne
Employment: Full‑time, Permanent
OTE: £30,000 – £70,000 (Uncapped Commission)
MAB is the UK’s leading mortgage broker, employing a unique partnership model that supports strategic growth and has won over 250 awards for service and quality. As a Protection Adviser, you will advise individuals and businesses on life insurance and related protection products, ensuring compliance with financial regulations and maintaining long‑term client relationships.
Responsibilities
- Meet with clients to assess financial protection and life insurance needs
- Recommend appropriate life insurance products and coverage levels
- Explain policy terms, exclusions, premiums, and benefits clearly
- Conduct fact‑finding and risk assessments
- Generate new business through referrals, networking, and lead generation
- Maintain and grow an existing client portfolio
- Process applications and support underwriting requirements
- Ensure compliance with FCA and data protection regulations
- Review client policies regularly and recommend updates where appropriate
- Liaise with underwriters, claims teams, and financial advisers
- Maintain accurate client records using CRM systems
- Achieve sales and retention targets
Benefits
- Access to high‑quality, warm leads from an established mortgage client base
- Supportive and dynamic working environment with ongoing training and development
- Opportunity to work under a nationally recognised brand with a proven track record
Qualifications
- Minimum 1 year experience in a protection advisory role preferred
- Excellent knowledge of protection products and the current market
- Strong ethical standards and a genuine desire to do the right thing for clients
- Great communication, listening, and relationship‑building skills
- CeMAP or equivalent protection‑related qualifications are desirable
Contact
Let’s talk. Apply directly or email grace.wood@mab.org.uk.
Protection Specialist in Newcastle upon Tyne employer: Mortgage Advice Bureau Plc
Mortgage Advice Bureau (MAB) is an exceptional employer, offering a supportive and dynamic working environment in Newcastle Upon Tyne. With access to high-quality leads and a commitment to ongoing training and development, employees can thrive while building meaningful client relationships. MAB's unique partnership model not only fosters strategic growth but also provides opportunities for personal and professional advancement within a nationally recognised brand.
Contact Details:
Mortgage Advice Bureau Plc Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Specialist in Newcastle upon Tyne
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We think you need these skills to ace Protection Specialist in Newcastle upon Tyne
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