Protection Advisor

GCB AGENCY RECRUITMENT; Greater London; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Private medical cover

Hybrid working

OTE £60,000

Job summary

GCB AGENCY RECRUITMENT is seeking a Protection Advisor to join a growing financial services firm near Liverpool Street, London. Hybrid working and strong earning potential come with a consistent flow of referred leads from the Mortgage Team.

The role focuses on protecting clients with high-quality advice and targets achievement. Key requirements include CeMAP or equivalent, CAS status, and proven Protection Advisor experience.

Qualifications

• CeMAP or equivalent qualification is required.
• Previous experience as a Protection Advisor.
• CAS status is required.
• Excellent communication and relationship-building skills are essential.
• Customer-focused approach with a passion for delivering exceptional service.

Responsibilities

• Provide expert protection advice to clients.
• Convert pre-booked appointments into written business.
• Deliver exceptional customer service throughout the advice process.
• Write high-quality protection business in line with client needs.
• Achieve monthly sales targets; adhere to sales processes, compliance, and regulatory guidance.
• Build and maintain strong client relationships.

Skills

Excellent communication

Relationship-building

Customer-focused

Financial services experience

Education

CeMAP or equivalent qualification

Job description

| Protection Advisor | £30,000 - £35,000 Basic | OTE £60,000 | Hybrid Working | Liverpool Street, London |

We're recruiting for a Protection Advisor to join a growing and successful financial services firm based close to Liverpool Street, London. With a consistent flow of qualified, referred leads from the Mortgage Team, this is an excellent opportunity to write high volumes of business while benefiting from strong earning potential and hybrid working.

Experienced Protection Advisor looking to maximise your earning potential?

The Role

As a Protection Advisor, you will:

• Provide expert protection advice to clients
• Convert pre-booked appointments into written business
• Deliver exceptional customer service throughout the advice process
• Write high-quality protection business in line with client needs
• Achieve monthly sales targetsAdhere to all sales processes, compliance, and regulatory guidance
• Build and maintain strong client relationships

Protection Advisor requirements:

• CeMAP or equivalent qualification
• Previous experience as a Protection Advisor
• CAS status
• Excellent communication and relationship-building skills
• A customer-focused approach with a passion for delivering exceptional service

What's on Offer?

• £30,000 - £35,000 basic salary
• Commission structure with on-target earnings of £60,000
• Referred leads from the Mortgage Team
• Hybrid working
• Private medical cover
• Monday to Friday working hours