At a Glance
- Tasks: Provide expert protection advice and manage client relationships in a hybrid working environment.
- Company: Established financial services business with a strong focus on mortgage and protection solutions.
- Benefits: Enjoy warm leads, competitive commission, and flexible self-employed working arrangements.
- Other info: Join a supportive team with ongoing training and a strong referral network.
- Why this job: Make a real difference by helping clients secure essential protection solutions.
- Qualifications: CAS status and experience in providing protection advice are essential.
The predicted salary is between 30000 - 40000 £ per year.
Location: Hybrid working, based in Aylsham, Norfolk.
Company: An established and growing financial services business with a strong mortgage division that actively generates protection opportunities for advisers. The company is committed to supporting advisers with quality lead generation, ongoing training, and a collaborative environment focused on helping clients secure the right protection solutions.
Protection Advisor Responsibilities:
- Providing whole-of-market protection advice to clients.
- Conducting fact-finds and identifying suitable insurance solutions.
- Managing appointments generated through internal mortgage adviser referrals.
- Maintaining compliant records and delivering excellent customer outcomes.
- Building and maintaining strong relationships with clients throughout the advice process.
- Converting warm, pre-qualified leads into completed business.
Experience Needed to Become a Protection Advisor:
- CAS status is essential.
- Previous experience providing protection advice.
- Strong knowledge of life insurance, critical illness cover, income protection and related products.
- Excellent communication and relationship-building skills.
Benefits of Being a Protection Advisor:
- Warm, pre-qualified leads provided.
- Whole-of-market proposition.
- Hybrid working flexibility.
- Competitive commission split structure.
- Strong internal referral network from mortgage advisers.
- Training and support available for advisers moving from a restricted advice background.
- Self-employed role with autonomy and flexibility.
If you are a Protection Advisor and interested in the above, please apply.
Protection Advisor (Self-Employed) in Aylsham employer: Placing Faces
Our client is an excellent employer, offering a supportive and professional working environment in Grays, where Protection Advisors can thrive. With a focus on employee growth and development, the company provides warm leads and uncapped earning potential, ensuring that advisors can build a rewarding career while delivering exceptional customer service. Join a reputable financial services business dedicated to making a positive impact on clients' lives through tailored protection solutions.
