Location: Office-Based
Salary: £30,000 Basic + Uncapped Commission (Realistic OTE £50,000-£70,000+)
An established and growing mortgage and protection business is seeking a Protection Advisor that is looking to learn Wills & Trust, to join its client-facing team.
The company will pay you through a course on estate planning and there are plenty of leads ready to go, across both Protection and Wills.
This is a unique opportunity for a Protection Advisor to develop expertise across both protection and estate planning. The business has recently expanded its wills and trusts offering and is looking for an ambitious individual who can advise on protection products while building knowledge and experience within the wills and trusts market through structured training and ongoing support.
The role offers an excellent blend of inbound enquiries, existing client opportunities, and face-to-face appointments, making it ideal for a commercially minded adviser who enjoys building long-term client relationships.
Responsibilities for a Protection Advisor / Wills & Trust Advisor
- Advising clients on a range of protection products, including life insurance, critical illness cover, and income protection.
- Conducting face-to-face, telephone, and video appointments with clients.
- Handling inbound enquiries relating to wills and estate planning.
- Identifying opportunities to cross-sell protection products during estate planning conversations.
- Re-engaging existing clients to carry out protection reviews and identify new opportunities.
- Building strong relationships with clients and providing an excellent customer experience.
- Managing appointments and enquiries generated from local marketing activity and existing client databases.
- Maintaining accurate records and ensuring compliance throughout the advice process.
Requirements to become a Protection Advisor / Wills & Trust Advisor
- Previous experience working as a protection adviser.
- A proven ability to sell and advise on protection products.
- Comfortable working within a face-to-face sales environment.
- Strong communication and relationship-building skills.
- Commercially minded with a proactive approach to winning business.
- Professional and presentable manner suitable for client-facing appointments.
- Ability to learn new products and services quickly.
- Motivated, adaptable, and eager to develop within both protection and estate planning.
- Experience within wills and trusts would be advantageous but is not essential, as full training will be provided.
Benefits you will receive as a Protection Advisor / Wills & Trust Advisor
- £30,000 basic salary.
- Uncapped commission structure.
- Structured training in wills and estate planning.
- Advanced trusts training and development opportunities.
- Established flow of inbound enquiries and existing client opportunities.
- Career progression as the protection and estate planning division continues to grow.
- Supportive office environment with an experienced team around you.
- Opportunity to develop into a fully rounded Protection & Wills Advisor specialising in both protection and estate planning.
Working Hours
- Monday to Friday, 9am to 6pm.
- Every other Saturday, with a day off in lieu during the week.
- Potential flexibility after probation and successful establishment within the role.
This is an excellent opportunity for a Protection Advisor looking to broaden their skill set, increase their earning potential, and join a business investing heavily in the growth of its protection and estate planning offering.
If you are a Protection & Wills Advisor and are interested, please apply.
