Protection Advisor

Protection Advisor

Full-Time 36000 ÂŁ / year No home office possible
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At a Glance

  • Tasks: Conduct financial reviews and recommend tailored protection solutions for clients.
  • Company: Dynamic brokerage with a people-first approach and supportive culture.
  • Benefits: Up to ÂŁ36,000 salary, 15% commission, 22 days leave, and regular company events.
  • Why this job: Join a thriving team and make a real impact with warm leads and genuine support.
  • Qualifications: Experience as a Protection Advisor and strong communication skills required.
  • Other info: Exciting progression opportunities and a fun, high-performing team environment.

Are you a talented Protection Advisor ready to leave behind cold calls and cancellations and start closing high-quality, pre-qualified cases every day? This is your chance to join a fast-growing, forward-thinking brokerage that’s redefining how protection advice should be delivered. With a steady stream of warm leads and an experienced team that genuinely supports your success, you’ll finally have the time, tools, and culture you need to thrive, and earn what you’re worth.

About the Company

Our client is a dynamic, directly authorised brokerage that’s seen remarkable growth over the past two years, from a small team of three to a thriving operation of more than a dozen. Their secret? 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.

About the Role

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.

Key Responsibilities

  • 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
  • Maintain a high standard of compliance, service, and accuracy in all recommendations
  • Build long-term relationships with clients, ensuring retention and satisfaction
  • Contribute positively to a vibrant, “work hard, play hard” team environment

Package & Benefits

  • Basic salary up to ÂŁ36,000 (dependent on experience)
  • 15% net commission on all written business – with no threshold or validation
  • Average monthly protection premiums between ÂŁ60–£80 per case
  • 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 ÂŁ9,000/month)

Skills & Experience

  • Proven experience as a Protection Advisor or similar, ideally within a mortgage brokerage environment
  • Comfortable conducting review-based sales rather than high-volume transactional selling
  • Strong understanding of life, critical illness, and income protection products
  • Excellent communication and relationship-building skills
  • Driven, personable, and adaptable a “good sport” who fits in with a fun, quirky, high-performing team
  • A serious attitude toward earning and delivering quality advice

It’s an opportunity to step into a high-quality, high-earning environment. If you’re ready to join a business that rewards integrity as much as income, where £1,000+ monthly premium writers are the norm, not the exception, this could be your next big move.

Protection Advisor employer: NRG Resourcing

Join a rapidly expanding brokerage that prioritises a people-first culture and offers a steady stream of warm leads, allowing you to focus on delivering tailored protection advice without the stress of cold calling. With a supportive team environment, exceptional earning potential, and genuine opportunities for career progression, this is an ideal workplace for those looking to thrive in their role as a Protection Advisor.
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Contact Detail:

NRG Resourcing Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Protection Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current Protection Advisors. We all know that sometimes it’s not just what you know, but who you know!

✨Tip Number 2

Practice your pitch! You’ll want to be ready to showcase your skills when you get that interview call. Role-play with friends or family, and make sure you can confidently explain how you can add value as a Protection Advisor. We’re all about delivering quality advice, so let that shine through!

✨Tip Number 3

Research the company culture! Since this role is all about being part of a supportive team, make sure you understand their values and how you can contribute. Check out their website and social media to get a feel for their vibe. We love a good fit!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate individuals who are ready to thrive in a warm leads environment. Don’t miss out on this opportunity!

We think you need these skills to ace Protection Advisor

Financial Review Skills
Protection Product Knowledge
Life Insurance Expertise
Critical Illness Insurance Knowledge
Income Protection Understanding
Compliance and Regulatory Awareness
Relationship-Building Skills
Communication Skills
Sales Skills
Adaptability
Team Collaboration
Client Retention Strategies
Customer Service Orientation
Problem-Solving Skills

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 becoming a Protection Advisor and how you can contribute to our supportive culture.

Tailor Your CV: Make sure your CV is tailored to highlight your experience in protection advice and any relevant skills. We love seeing how your background aligns with our values and the specific requirements of the role.

Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so make sure you articulate your thoughts well without unnecessary fluff. This will help us understand your qualifications quickly.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!

How to prepare for a job interview at NRG Resourcing

✨Know Your Products Inside Out

As a Protection Advisor, you'll need to be well-versed in life, critical illness, and income protection products. Make sure you can explain these concepts clearly and confidently during your interview. Brush up on the latest trends and regulations in the industry to show that you're not just knowledgeable but also passionate about providing quality advice.

✨Showcase Your Relationship-Building Skills

This role is all about building long-term relationships with clients. Prepare examples from your past experiences where you've successfully nurtured client relationships or turned a challenging situation into a positive outcome. Highlight your communication skills and how you adapt your approach to meet individual client needs.

✨Demonstrate Your Compliance Awareness

Compliance is key in the financial services sector. Be ready to discuss how you maintain high standards of compliance and accuracy in your recommendations. You might even want to bring up specific instances where your attention to detail made a difference in your previous roles.

✨Embrace the Company Culture

The company prides itself on a supportive and vibrant culture. Research their values and think about how you can contribute to this environment. During the interview, express your enthusiasm for being part of a 'work hard, play hard' team and share any relevant experiences that demonstrate your ability to fit in with a fun, quirky group.

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