At a Glance
- Tasks: Conduct financial reviews and recommend tailored protection solutions for clients.
- Company: Dynamic mortgage brokerage with a people-first culture near Southampton.
- Benefits: Up to £36,000 salary, 15% commission, 22 days leave, and festive office closure.
- Other info: Genuine progression opportunities and regular company events.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience as a Protection Advisor with strong communication skills.
The predicted salary is between 36000 - 36000 € per year.
Are you a talented Protection Advisor ready to leave behind cold calls and cancellations and start closing high-quality, pre-qualified cases every day? A people-first approach, relentless investment in quality lead generation, and a genuine commitment to doing things the right way.
Unlike many brokerages where mortgage advisors “bolt on” protection sales, this firm has a dedicated in-house protection team, focused entirely on delivering tailored, review-based protection advice for every client.
As a Protection Advisor, you’ll take ownership of a consistent flow of warm leads referred directly from the in-house mortgage team. Your role is to conduct full financial reviews, identify genuine needs, and craft protection solutions that provide long-term security for clients and their families.
You’ll join an experienced, close-knit team that’s known for its supportive, collaborative culture, where personality, professionalism, and passion are all valued as highly as performance.
- Conduct comprehensive financial reviews with warm, pre-qualified clients referred by mortgage advisors
- Recommend and arrange life, critical illness, and income protection policies tailored to individual needs
- Build long-term relationships with clients, ensuring retention and satisfaction
- 15% net commission on all written business – with no threshold or validation
- ~ 22 days annual leave + bank holidays & Office closed over Christmas
- Regular company events
- Genuine progression opportunities – including future self-employed options for top performers (current advisors earning £9,000/month)
Proven experience as a Protection Advisor or similar, ideally within a mortgage brokerage environment. Excellent communication and relationship-building skills. A serious attitude toward earning and delivering quality advice.
It’s an opportunity to step into a high-quality, high-earning environment.
Advisor Financial Services employer: NRG Resourcing
Join a leading specialist mortgage brokerage in Park Gate, where you can thrive as a Protection Advisor in a supportive and collaborative culture. With a focus on quality lead generation and tailored client solutions, you'll enjoy exceptional benefits including a competitive salary, generous commission structure, and genuine opportunities for career progression. Experience a workplace that values personality and professionalism, ensuring you can build meaningful relationships while securing long-term financial security for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Financial Services
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have a lead or advice that could help you land that dream job!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from the company or industry, make sure you can clearly explain who you are and what you bring to the table. Tailor your message to highlight your experience as a Protection Advisor and how you can contribute to their team.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Mention something specific from your conversation to make it personal and memorable.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Protection Advisor role!
We think you need these skills to ace Advisor Financial Services
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through. We want to see that you’re genuinely excited about helping clients with their protection needs and that you understand the importance of building long-term relationships.
Tailor Your Experience:Make sure to highlight your relevant experience as a Protection Advisor or in a similar role. We’re looking for specific examples of how you’ve successfully conducted financial reviews and crafted tailored solutions for clients, so don’t hold back!
Keep It Professional Yet Personal:While we love a friendly tone, remember to maintain professionalism in your application. Use clear language and structure your thoughts well, but feel free to inject a bit of your personality to show us who you are beyond your qualifications.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at NRG Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of protection policies, especially life, critical illness, and income protection. Be ready to discuss how these products can meet clients' needs, as this will show your expertise and confidence during the interview.
✨Showcase Your People Skills
Since this role is all about building long-term relationships, be prepared to share examples of how you've successfully connected with clients in the past. Highlight your communication skills and your ability to understand and address client concerns.
✨Understand the Company Culture
Research the company's values and culture before the interview. They value personality, professionalism, and passion, so think about how you can demonstrate these traits through your experiences and interactions during the interview.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might ask about their approach to client retention or how they support their advisors in achieving success.
