Protection Advisor

GCB Recruitment; Glasgow; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Leads provided

Self-employed position

Job summary

GCB Recruitment in Glasgow is seeking an experienced Protection Advisor to join a growing financial services firm, delivering tailored protection advice and converting appointments into written business. You will write high-quality protection cases while delivering excellent customer service and building lasting client relationships.

The role is hybrid, Monday to Friday, with leads provided and an opportunity to self-generate from a large database.

Qualifications

• CeMAP or equivalent qualification.
• Previous experience as a Protection Advisor.
• CAS status.
• Strong communication and relationship-building skills.
• Excellent customer service and advice skills.
• Customer-focused with a passion for delivering exceptional service.
• Self-motivated and commercially driven.

Responsibilities

• Provide expert protection advice tailored to client needs.
• Convert appointments into written business.
• Write high-quality protection business in line with client requirements.
• Deliver exceptional customer service throughout the advice process.
• Build and maintain strong, long-term client relationships.
• Utilise provided leads while identifying opportunities to self-generate.

Skills

Communication skills

Relationship-building

Customer service

Self-motivation

Education

CeMAP or equivalent qualification

Job description

Protection Advisor Financial Services £50,000 - £60,000 Hybrid Working

Experienced as a Protection Advisor and looking for your next opportunity within a growing financial services business?

We're recruiting for a Protection Advisor to join a successful and expanding financial services firm based in the Glasgow area, working as part of a close-knit team focused on writing high-quality Protection business.

This is an excellent opportunity for an experienced Protection Advisor looking for a flexible, hybrid role with leads provided, alongside the opportunity to self-generate business from a large existing database.

The Role

• Provide expert protection advice tailored to individual client needs
• Convert appointments into written business
• Write high-quality protection business in line with client requirements
• Deliver exceptional customer service throughout the advice process
• Build and maintain strong, long-term client relationships
• Utilise provided leads while also identifying opportunities to self-generate business

Protection Advisor Requirements

• CeMAP or equivalent qualification
• Previous experience working as a Protection Advisor
• CAS status
• Strong communication and relationship-building skills
• Excellent customer service and advice skills
• Customer-focused approach with a genuine passion for delivering exceptional service
• Self-motivated and commercially driven

What's on Offer?

• £50,000 - £60,000 earning potential
• 50/50 split on income
• Self-employed position
• Leads provided
• Opportunity to self-generate business from a large database
• Close-knit and supportive team environment

Working Arrangement

• Hybrid working, with a combination of office and home-based working
• Monday to Friday role