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Protection Advisor

United Kingdom, Grays Employment contract 25000.00 - 30000.00 GBP / Year · Job Posted June 30, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • 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

What we offer

  • 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
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