Salary
£25,000 - £30,000 Basic Salary
OTE £60,000
Location
Fully office based in Grays
Company
Our client is a growing and reputable financial services business dedicated to helping customers protect themselves and their families through tailored protection solutions. With an established client base and a strong commitment to customer service, the company offers advisors the opportunity to work with warm leads while building a rewarding and successful career.
Protection Advisor Responsibilities
- Contact and advise clients on suitable protection products.
- Conduct fact-finds and assess customers' protection needs.
- Recommend appropriate life insurance, critical illness cover, income protection, and related products.
- Manage client relationships throughout the advice and application process.
- Maintain accurate records and ensure compliance with industry regulations.
- Convert warm leads provided from existing mortgage clients into protection business.
- Deliver exceptional customer service and positive client outcomes.
Experience Needed to Become a Protection Advisor
- Previous experience as a protection advisor dealing with life insurance, critical illness and mortgage insurance.
- Strong communication and relationship-building skills.
- A customer-focused approach with the ability to identify client needs.
- Self‑motivated and target‑driven mindset.
- Ability to manage a pipeline and work efficiently to achieve results.
Benefits of Being a Protection Advisor
- Basic salary of £25,000 - £30,000.
- Realistic On-Target Earnings of £60,000.
- Employed position offering stability and support.
- Warm leads provided from existing mortgage clients.
- Opportunity to develop within a growing business.
- Uncapped earning potential through commission incentives.
- Supportive and professional working environment.
If you are a Protection Advisor and interested in the above, please apply.
