At a Glance
- Tasks: Advise clients on life insurance and income protection while managing applications smoothly.
- Company: Respected advisory firm with a professional and collaborative team.
- Benefits: £30,000 salary plus uncapped commission, health plan, and extra leave.
- Other info: Join a dynamic team with exciting company events and growth opportunities.
- Why this job: Make a real difference in clients' lives while earning great rewards.
- Qualifications: Experience in life insurance and strong communication skills required.
The predicted salary is between 30000 - 30000 € per year.
An excellent opportunity has arisen for an experienced Protection Adviser to join a respected advisory firm that is growing its professional and collaborative team. This role offers high-quality lead flow, allowing you to focus on delivering advice and outcomes rather than sourcing business.
The Opportunity
You will advise clients on life insurance, critical illness cover (CIC), and income protection (IP), managing applications from initial fact-find through to completion to ensure a smooth and efficient process.
Key Responsibilities
- Deliver high-quality, compliant protection advice
- Build long-term, trusted client relationships
- Assess applications against insurer criteria and underwriting requirements
- Work closely with the compliance team to maintain regulatory standards
Requirements
- Proven experience advising on life insurance, CIC, and income protection
- Strong organisational skills and attention to detail
- Excellent communication and client-service focus
- Proactive, team-oriented, and able to work in a fast-paced environment
Benefits
- £30,000 basic salary plus uncapped commission (OTE £70k+)
- 21 days annual leave plus bank holidays, Christmas shutdown, and your birthday off
- Health & Wellbeing Cash Plan
- Salary sacrifice electric car scheme
- Company pension and free parking
- Biannual company events to celebrate team success
This is an excellent opportunity to join a business that values professionalism, innovation, and client outcomes.
To apply or find out more, please get in touch.
Locations
Insurance & Protection Adviser in Loughton, Milton Keynes employer: Parkside
Join a dynamic and respected advisory firm as an Insurance & Protection Adviser, where you will benefit from a supportive work culture that prioritises professionalism and innovation. With a competitive salary structure, uncapped commission potential, and a range of employee benefits including health plans and a salary sacrifice electric car scheme, this role offers not just a job but a pathway to meaningful career growth in a collaborative environment. Experience the satisfaction of building long-term client relationships while enjoying a healthy work-life balance with generous leave policies and team celebrations.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance & Protection Adviser in Loughton, Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to life insurance, CIC, and IP. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in advising clients during interviews. This will help you stand out and demonstrate your ability to deliver high-quality advice.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Insurance & Protection Adviser in Loughton, Milton Keynes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in life insurance, critical illness cover, and income protection. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing high-quality protection advice and how you can build long-term client relationships. Let us know what makes you the perfect fit!
Showcase Your Organisational Skills:Since this role requires strong organisational skills, mention any tools or methods you use to keep track of applications and client interactions. We love seeing how you manage your workload efficiently!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Parkside
✨Know Your Stuff
Make sure you brush up on your knowledge of life insurance, critical illness cover, and income protection. Be ready to discuss specific products and how they benefit clients. This shows you're not just familiar with the terms but can also provide valuable insights.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask questions about their experiences and the company culture. This demonstrates your client-service focus and ability to build long-term relationships, which is crucial for the role.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational skills and attention to detail. Discuss how you've managed applications or client interactions in the past, ensuring a smooth process. This will reassure them that you can handle the responsibilities of the role effectively.
✨Be Proactive and Team-Oriented
Emphasise your proactive approach and ability to work in a team. Share instances where you've collaborated with others to achieve a common goal or improved processes. This aligns with the company's values and shows you're a good fit for their collaborative environment.
