Ifa Senior Protection Consultant in Edinburgh

Ifa Senior Protection Consultant in Edinburgh

Edinburgh Full-Time 50000 - 60000 £ / year (est.) Home office (partial)
Zurich Insurance Company

Working hours: This role is available on a part-time, job-share or full-time basis.

Closing date for applications: 24th July 2026

The opportunity: An exciting opportunity has arisen for a Senior Protection Consultant, supporting a panel of intermediary firms to create, develop and maintain relationships to exceed sales targets. Developing these relationships to drive increases in our market share.

You’ll need to be flexible and adaptable, working between home, office and field as your panel demands. There may be potential occasional overnight stays in region and at events if the business need arises.

What will you be doing? As Senior Protection Consultant you will:

  • Create, develop, and manage relationships with intermediaries to promote Zurich and drive protection sales via phone and regular face to face interaction.
  • Support key firms and strategic partners to drive better interaction and target market share growth.
  • Support UK wide roadshows in stand and small audience presenter slots when required, primarily in your region.
  • Understand responsibilities associated with FCA membership including topical industry changes such as fair value, consumer duty and cost of living, and how it impacts firms and creates protection opportunities.
  • Be at the leading edge of understanding the marketplace and industry developments when dealing with distributors.
  • Improve and update product and market knowledge and apply it appropriately.
  • Use of and optimising opportunities from analysing excellent MI.
  • Develop your strategic account management strategy.

What are we looking for? The ideal candidate will be:

  • A motivated, resilient, and enthusiastic individual who wants to make a difference as part of a team.
  • Have experience in the insurance, protection, or sales industry with some experience in presentations.
  • An effective communicator, both on the telephone and face to face, as well as superior organisational and diary management skills.
  • Have passed the R05 Exam (or equivalent).

What will you get in return? Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.

Our Culture: At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities.

Ifa Senior Protection Consultant in Edinburgh employer: Zurich Insurance Company

Zurich is an exceptional employer that prioritises employee wellbeing and development, offering a flexible range of benefits tailored to individual needs. With a strong commitment to diversity and inclusion, employees are encouraged to thrive in a supportive environment where their contributions are valued. Located in Croydon or Chelmsford, this role provides the opportunity to be part of a dynamic team dedicated to delivering outstanding service and innovative solutions for customers.

Zurich Insurance Company

Contact Details:

Zurich Insurance Company Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Ifa Senior Protection Consultant in Edinburgh

Dive Into Industry Networking Events

Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.

Use LinkedIn to Your Advantage

Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Zurich Insurance Company). A thoughtful message explaining your interest can really make a difference!

Look Out for Graduate Schemes

Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.

Leverage Your Current Connections

Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Zurich Insurance Company. Don’t shy away from asking for a coffee chat; you never know what doors it might open!

We think you need these skills to ace Ifa Senior Protection Consultant in Edinburgh

Relationship Management
Sales Skills
Communication Skills
Presentation Skills
Organisational Skills
Diary Management
Industry Knowledge (Insurance and Protection)

Some tips for your application 🫡

Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.

Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Zurich Insurance Company.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Zurich Insurance Company. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.

How to prepare for a job interview at Zurich Insurance Company

Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Zurich Insurance Company to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.

Showcase Your Analytical Side

In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!

Prepare for Behavioural Questions

As a full-timer at Zurich Insurance Company, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.

Know the Company Culture Inside Out

Understanding Zurich Insurance Company's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.