Protection Advisor
1 week ago
Protection Advisor – Warm Leads | Specialist DA Mortgage Brokerage | Up to £36,000 + 15% Commission + Exceptional Culture
Are you a talented Protection Advisor ready to leave behind cold calls and cancellations and start closing high-quality, pre-qualified cases every day?
This is your chance to join a fast-growing, forward-thinking brokerage that’s redefining how protection advice should be delivered. With a steady stream of warm leads and an experienced team that genuinely supports your success, you’ll finally have the time, tools, and culture you need to thrive, and earn what you’re worth.
About the Company
Our client is a dynamic, directly authorised brokerage that’s seen remarkable growth over the past two years, from a small team of three to a thriving operation of more than a dozen. Their secret? A people-first approach, relentless investment in quality lead generation, and a genuine commitment to doing things the right way.
Unlike many brokerages where mortgage advisors “bolt on” protection sales, this firm has a dedicated in-house protection team, focused entirely on delivering tailored, review-based protection advice for every client.
About the Role
As a Protection Advisor, you’ll take ownership of a consistent flow of warm leads referred directly from the in-house mortgage team. Your role is to conduct full financial reviews, identify genuine needs, and craft protection solutions that provide long-term security for clients and their families.
You’ll join an experienced, close-knit team that’s known for its supportive, collaborative culture, where personality, professionalism, and passion are all valued as highly as performance.
Key Responsibilities
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Conduct comprehensive financial reviews with warm, pre-qualified clients referred by mortgage advisors
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Recommend and arrange life, critical illness, and income protection policies tailored to individual needs
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Maintain a high standard of compliance, service, and accuracy in all recommendations
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Build long-term relationships with clients, ensuring retention and satisfaction
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Contribute positively to a vibrant, “work hard, play hard” team environment
Package & Benefits
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Basic salary up to £36,000 (dependent on experience)
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15% net commission on all written business – with no threshold or validation
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Average monthly protection premiums between £60–£80 per case
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22 days annual leave + bank holidays & Office closed over Christmas
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Regular company events
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Genuine progression opportunities – including future self-employed options for top performers (current advisors earning £9,000/month)
Skills & Experience
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Proven experience as a Protection Advisor or similar, handling Mortgage Referral Leads
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Comfortable conducting review-based sales rather than high-volume transactional selling
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Strong understanding of life, critical illness, and income protection products
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Excellent communication and relationship-building skills
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Driven, personable, and adaptable a “good sport” who fits in with a fun, quirky, high-performing team
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A serious attitude toward earning and delivering quality advice
This is an opportunity to step into a high-quality, high-earning environment.
If you’re ready to join a business that rewards integrity as much as income, where £1,000+ monthly premium writers are the norm, not the exception, this could be your next big move
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