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- 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 progression opportunities.
- Why this job: Join a thriving team and make a real impact with warm leads and quality advice.
- Qualifications: Experience as a Protection Advisor and strong communication skills required.
- Other info: Fun, quirky team environment with excellent earning potential.
The predicted salary is between 36000 - 50400 ÂŁ 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? 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 £60–£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 £9,000/month)
Skills & Experience
- Proven experience as a Protection Advisor or similar, handling Mortgage Referral Leads
- 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
This is 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
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. You never know who might have a lead or a tip that could land you your dream job.
✨Tip Number 2
Practice your pitch! When you get those warm leads, you want to be ready to impress. Role-play with friends or family to refine your approach. Make sure you can clearly communicate how you can help clients with tailored protection solutions.
✨Tip Number 3
Show off your personality! In a supportive, collaborative culture, being personable is key. Let your passion for helping clients shine through in conversations. Remember, they’re looking for someone who fits into their vibrant team!
✨Tip Number 4
Apply through our website! We’ve got a steady stream of warm leads waiting for you. By applying directly, you’ll not only streamline your application process but also show us you’re serious about joining our fantastic team.
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Protection Advisor. Highlight your experience with warm leads and your ability to conduct comprehensive financial reviews. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for protection advice and how you align with our people-first approach. Let us know why you’re excited about joining a supportive, collaborative culture like ours.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past experiences that show your strong communication and relationship-building abilities. We love seeing how you’ve made a difference in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re serious about joining our fantastic team!
How to prepare for a job interview at NRG-Resourcing
✨Know Your Products Inside Out
As a Protection Advisor, you'll need to demonstrate a strong understanding of life, critical illness, and income protection products. Brush up on the specifics of these policies and be ready to discuss how they can meet clients' needs during your interview.
✨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, highlighting your communication skills and ability to understand their needs.
✨Emphasise Your Compliance Knowledge
Since maintaining high standards of compliance is crucial, be prepared to discuss your approach to compliance in previous roles. Share specific instances where you ensured accuracy and service quality in your recommendations.
✨Fit into the Culture
The company values personality and teamwork just as much as performance. Be yourself during the interview and express your enthusiasm for joining a supportive, fun, and high-performing team. Share how you can contribute positively to their vibrant culture.
