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.
