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Insurance/Protection Adviser – Office Based Only = Basic Negotiable plus Commission

Clarke Hendrik Group Ltd
Rotherham

Quick apply

Job details

Permanent | Full-time
From £30,000 a year
3 days ago

Benefits

Private medical insurance

Qualifications

CRM software
Microsoft Office
CeMap
Insurance sales
Communication skills
Certificate in Insurance

Full job description

Job Advertisement: Insurance/Protection Adviser

Location: Rotherham S65 (office-based role ONLY)
Company: Clarke Hendrik Group Ltd T/A Wednesday Financial Services
Salary: Competitive, dependent on experience + commission
Contract: Permanent, Full-time
Positions Available: 1
Working Hours: Monday to Thursday 9.00am – 5.30pm, Friday 9.00am – 3.00pm

About Wednesday Financial Services

Wednesday Financial Services is a specialist mortgage and protection brokerage based in Rotherham. As a trading style of Clarke Hendrik Group Ltd, which is fully FCA-authorised, we are committed to delivering outstanding service while maintaining the highest standards of professionalism and regulatory compliance. We are dedicated to providing expert advice and outstanding service to our clients across the UK.

The Role

We are seeking an experienced and motivated Insurance Advisor to join our growing team in Rotherham. This is a specialist role for a detail-oriented professional with at least two years of experience. You will be responsible for ensuring that our mortgage clients have robust protection in place, providing expert advice on products that safeguard their homes and families. You will work closely with our mortgage/secured loan advisory team to provide a seamless, holistic service.

Key Responsibilities

Provide expert advice on mortgage-related protection products, including Life Cover, Critical Illness, Income Protection, Accident, Sickness & Unemployment and Private Medical Insurance.
Conduct thorough fact-finds/Take Medical Questions to assess client needs and recommend tailored insurance solutions that align with their mortgage commitments.
Manage the end-to-end insurance application process, liaising with major providers to ensure smooth underwriting and timely policy inception.
Work proactively with the mortgage team to identify protection gaps and provide comprehensive advice to both new and existing clients.
Maintain accurate and detailed records on our CRM, ensuring all client progress is documented and tracked.
Ensure all advice and documentation are strictly compliant with FCA regulations and company quality standards.
Manage a pipeline of protection business, following up on outstanding requirements from providers and clients to facilitate completions.
Handle client renewals and reviews, providing ongoing support and maintaining long-term relationships.

About You

Minimum of 2 years’ experience as an Insurance/Protection Advisor
Proven track record of providing high-quality protection advice and meeting performance targets.
Relevant professional qualifications (e.g., Cert CII, RO5, or CeMAP) are highly desirable.
In-depth knowledge of the UK protection market, provider platforms, and FCA regulatory requirements.
Exceptional communication skills with the ability to explain complex insurance concepts clearly to clients.
Strong attention to detail and a commitment to maintaining high compliance scores.
Self-motivated and capable of managing a high volume of cases independently.
Proficient in using CRM systems and Microsoft Office.

What We Offer

Competitive base salary reflective of your specialist experience
Rewarding commission structure based on protection completions.
Clear career progression opportunities within a growing firm.
A supportive, collaborative, and friendly working environment.Interview Process

Interview Process

Initial phone interview
Teams (video) interview

Job Types: Full-time, Permanent

Pay: From £30,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

insurance sales representatives jobs in killamarsh, dby

Insurance/Protection Adviser – Office Based Only = Basic Negotiable plus Commission

New Business Sales Broker- Fleet Insurance

Business Centre Sales Consultant

Sales Advisor

New Business Executive (Commercial)

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