Protection Adviser South Tyneside - Hybrid - Permanent in North East

Protection Adviser South Tyneside Permanent

Are you an experienced Protection Adviser looking for a role where you can focus on advising customers rather than generating your own leads?

We're working with a successful and growing mortgage brokerage that is looking to add an experienced Protection Adviser to its supportive and high-performing team.

You’ll benefit from a steady flow of warm, qualified customer referrals generated by an established Mortgage Adviser team, meaning you’ll be speaking with customers who already have a relationship with the business and an opportunity to review their protection arrangements.

This is an excellent opportunity for an adviser seeking stability, career progression, ongoing development and strong earning potential within a customer-focused environment.

What's On Offer?

• 30,000 basic salary
• Uncapped monthly commission
• Six-monthly performance bonus
• Warm, qualified customer referrals
• No cold calling
• Existing customer opportunities generated by the Mortgage Adviser team
• Full-time position, 37.5 hours per week, shift-based working between 9am and 7pm, Monday to Friday
• Occasional weekend working with two days off during the week
• Hybrid working available once fully competent
• Ongoing training and professional development
• Financial support towards CeMAP 2 & 3
• Genuine career progression opportunities
• Supportive and collaborative team environment
• Free on-site parking

The Role

Working closely with the Mortgage Adviser team, you’ll receive a consistent flow of customer referrals and focus on identifying and recommending suitable protection solutions.

Responsibilities will include:

• Managing qualified customer referrals generated through the Mortgage Adviser team
• Reviewing customers' existing protection arrangements
• Identifying gaps in cover and opportunities to improve customer protection
• Understanding customers' personal and financial circumstances
• Providing tailored and compliant protection advice
• Building trust and long-term relationships with customers
• Converting opportunities into new business
• Managing a high volume of customer conversations effectively
• Working towards individual sales and performance targets
• Maintaining accurate records and client documentation
• Delivering excellent customer service whilst remaining fully compliant

About You

We're looking for an experienced Protection Adviser who is commercially driven, customer-focused and passionate about delivering the right outcomes for clients.

You’ll ideally have:

• CeMAP 1 qualified (essential)
• Current or recent experience as a Protection Adviser
• Hands-on experience advising customers on protection products
• Strong understanding of the protection advice process
• Experience working with referrals, existing customers or warm leads
• A confident and professional telephone manner
• Excellent communication and relationship-building skills
• The ability to identify customer needs and provide suitable recommendations
• Previous experience working within a target-driven environment
• The ability to work independently and as part of a wider team

Why Join?

This isn’t a traditional protection sales role.

You’ll have access to a steady stream of qualified opportunities generated through an established mortgage business, allowing you to focus on what you do best: building relationships, understanding customer needs and providing valuable protection advice.

Rather than spending your time generating leads, you’ll be working with customers who are already engaged with the business and open to discussing their protection requirements.

In return, you’ll receive ongoing support, professional development, assistance towards further qualifications and the opportunity to build a long-term career with a growing financial services organisation.