Protection Advisor

Proper Recruitment; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A growing brokerage is seeking a motivated Protection Advisor in London/Essex. The role involves providing tailored protection advice across Life, Critical Illness, and Income Protection products, in a hybrid working environment. Candidates should excel in client consultation, maintain strong product knowledge, and achieve sales targets while ensuring compliance. Join a team dedicated to delivering outstanding service and helping clients secure their financial peace of mind.

Qualifications

• Must be motivated to provide tailored protection advice.
• Ability to thrive in a fast-paced, target-driven environment.
• Experience in building long-term client relationships.

Responsibilities

• Consult with clients to understand their protection needs.
• Provide advice across various insurance products.
• Prepare quotes and ensure compliance with guidelines.

Skills

Client consultation skills

Financial product knowledge

Sales target achievement

Compliance understanding

Job description

Job Description

🚨 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...