Protection Advisor

1 week ago

London Area, United Kingdom Proper Recruitment Full time £30,000 - £60,000 per year


NEW OPPORTUNITY

Role: Insurance Broker / Protection Advisor

Location: London/Essex

Tenure: Full-Time | Hybrid

Proper Recruitment are delighted to be working with a growing brokerage in Essex, seeking a motivated Protection Advisor to provide tailored protection advice (Life, Critical Illness, Income Protection, Home/Buildings & Contents) to individuals, families and company directors. You'll thrive in a fast-paced, target-driven environment, delivering outstanding service while helping clients secure financial peace of mind. This role is hybrid working role.

Responsibilities:

  • Consult with clients to understand their protection needs, lifestyle and financial goals
  • Provide whole-of-market or panel-based advice across Life, CI, IP and Home/Buildings & Contents insurance
  • Prepare quotes, comparisons and clear recommendations aligned to client requirements
  • Ensure full compliance with FCA/network guidelines and internal procedures
  • Maintain strong product knowledge and keep up with industry changes
  • Build long-term client relationships through exceptional service and timely follow-up
  • Achieve and exceed personal and team-based sales targets and KPIs
  • Maintain accurate records; submit applications via CRM and insurer portals
  • Handle policy amendments, renewals and post-sale client queries

Requirements:

  • 1–2+ years' experience in insurance, financial services or protection sales (ideally advised)
  • Strong knowledge of Life, Critical Illness, Income Protection and Home insurance products
  • Excellent communication, rapport-building and objection-handling skills
  • Target-driven, self-motivated; able to work independently and as part of a team
  • Familiarity with FCA requirements and working in a regulated environment
  • Confident using CRM systems and insurer portals
  • CeMAP, R05 or equivalent qualifications (or ability to trade)

Benefits:

  • Competitive base salary with generous commission structure
  • Access to high-quality, warm leads from established mortgage businesses
  • Ongoing training, CPD and support from experienced team leaders
  • Clear career progression and support towards industry qualifications
  • Flexible working options (office-based/hybrid subject to experience)
  • Supportive, team-oriented culture focused on integrity and customer outcomes
  • Pension
  • Competitive Holiday Entitlement
  • HR & Wellbeing Services
  • Company Events / Mentoring & Coaching
  • Hybrid

Salary:

  • £30,000–£35,000 base + commission [OTE £75,000+ First Year Rising to close to £100,000 Year 2]

If you are a motivated individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your CV and apply.

Any enquiries can also be directed to - or by phone –

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