At a Glance
- Tasks: Provide tailored protection advice to clients and help them secure financial peace of mind.
- Company: Growing brokerage in Essex with a supportive, team-oriented culture.
- Benefits: Competitive salary, generous commission, flexible working options, and ongoing training.
- Other info: Hybrid working role with clear career progression and access to warm leads.
- Why this job: Make a real difference in clients' lives while achieving your career goals.
- Qualifications: 1-2+ years in insurance or protection sales and strong communication skills.
The predicted salary is between 30000 - 35000 £ per year.
Proper Recruitment are delighted to be working with a growing brokerage in Essex, seeking a motivated Protection Adviser to provide tailored protection advice (Life, Critical Illness, Income Protection, Home/Buildings & Contents) to individuals, families and company directors. You’ll thrive in a fast-paced, target-driven environment, delivering outstanding service while helping clients secure financial peace of mind. This role is hybrid working role.
Responsibilities
- Consult with clients to understand their protection needs, lifestyle and financial goals
- Provide whole-of-market or panel-based advice across Life, CI, IP and Home/Buildings & Contents insurance
- Prepare quotes, comparisons and clear recommendations aligned to client requirements
- Ensure full compliance with FCA/network guidelines and internal procedures
- Maintain strong product knowledge and keep up with industry changes
- Build long-term client relationships through exceptional service and timely follow-up
- Achieve and exceed personal and team-based sales targets and KPIs
- Maintain accurate records; submit applications via CRM and insurer portals
- Handle policy amendments, renewals and post-sale client queries
Requirements
- 1–2+ years’ experience in insurance, financial services or protection sales (ideally advised)
- Strong knowledge of Life, Critical Illness, Income Protection and Home insurance products
- Excellent communication, rapport-building and objection-handling skills
- Target-driven, self-motivated; able to work independently and as part of a team
- Familiarity with FCA requirements and working in a regulated environment
- Confident using CRM systems and insurer portals
- CeMAP, R05 or equivalent qualifications (or ability to trade)
- Competitive base salary with generous commission structure
- Access to high-quality, warm leads from established mortgage businesses
- Ongoing training, CPD and support from experienced team leaders
- Clear career progression and support towards industry qualifications
- Flexible working options (office-based/hybrid subject to experience)
- Supportive, team-oriented culture focused on integrity and customer outcomes
- Pension
- Competitive Holiday Entitlement
- Company Events / Mentoring & Coaching
- Hybrid
- £30,000–£35,000 base + commission [OTE £75,000+ First Year Rising to close to £100,000 Year 2]
If you are a motivated individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your CV and apply. Any enquiries can also be directed to info@proper-recruitment.com or by phone – 0208 057 4047.
Protection Adviser employer: Proper Recruitment
Join a dynamic brokerage in Essex that prioritises employee growth and a supportive work culture. As a Protection Adviser, you'll benefit from a competitive salary with an attractive commission structure, access to warm leads, and ongoing training to enhance your skills. Enjoy the flexibility of hybrid working while being part of a team that values integrity and exceptional customer service.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance and financial services sectors. Attend industry events or webinars to meet potential employers and showcase your expertise as a Protection Adviser.
✨Tip Number 2
Prepare for interviews by brushing up on your product knowledge. Be ready to discuss Life, Critical Illness, and Income Protection products in detail. Show them you’re not just knowledgeable but also passionate about helping clients secure their financial peace of mind.
✨Tip Number 3
Practice your pitch! You’ll need to demonstrate your communication skills and ability to build rapport. Role-play with a friend or mentor to refine your approach and handle objections like a champ.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for motivated individuals like you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Protection Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Protection Adviser role. Highlight your knowledge of Life, Critical Illness, and Income Protection products, as well as any relevant qualifications like CeMAP or R05.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about providing tailored protection advice. Share specific examples of how you've helped clients in the past and how you can bring that same dedication to our team.
Showcase Your Communication Skills:Since this role involves building long-term client relationships, make sure your application demonstrates your excellent communication and rapport-building skills. We want to see how you handle objections and provide exceptional service.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Don’t forget to double-check everything before hitting send!
How to prepare for a job interview at Proper Recruitment
✨Know Your Products Inside Out
Make sure you have a solid understanding of Life, Critical Illness, Income Protection, and Home insurance products. Brush up on the latest industry changes and be ready to discuss how these products can meet clients' needs during your interview.
✨Showcase Your Communication Skills
As a Protection Adviser, you'll need to build rapport with clients. Practice articulating your thoughts clearly and confidently. Consider role-playing common client scenarios with a friend to refine your objection-handling skills and demonstrate your ability to connect with clients.
✨Prepare for Compliance Questions
Familiarise yourself with FCA guidelines and internal procedures relevant to the role. Be prepared to discuss how you ensure compliance in your previous roles, as this will show your understanding of the regulatory environment and your commitment to ethical practices.
✨Highlight Your Target-Driven Mindset
This role is all about achieving sales targets, so come ready to share examples of how you've met or exceeded targets in the past. Use specific metrics to illustrate your success and convey your motivation to thrive in a fast-paced, target-driven environment.
