Protection Advisor

NRG Resourcing; Park Gate; On-site; GBP 32,400 - 39,600; Full time

Benefits offered by this job

22 days annual leave plus bank holidays

Regular company events

Progression opportunities

Job summary

NRG Resourcing is seeking a Protection Advisor in Park Gate to manage warm leads from mortgage advisors, conducting thorough financial reviews. This role offers a salary of up to £36,000 and a commission scheme that rewards quality advice.

Candidates should have proven experience in a brokerage, be comfortable with review-based selling, and possess strong communication skills. Join a supportive team that values professionalism and personal growth.

Qualifications

• Proven experience as a Protection Advisor or similar in a mortgage brokerage.
• Strong understanding of life, critical illness, and income protection products.
• Excellent communication and relationship-building skills.

Responsibilities

• Conduct comprehensive financial reviews with warm clients.
• Recommend and arrange tailored protection policies.
• Maintain high standards of compliance and service.
• Build long-term relationships with clients.

Skills

Experience as a Protection Advisor

Review-based sales competency

Understanding of protection products

Communication skills

Personable and adaptable

Job description

Protection Advisor – Warm Leads | Specialist DA Mortgage Brokerage | Park Gate (near Southampton) | 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

• Conduct comprehensive financial reviews with warm, pre‑qualified clients referred by mortgage advisors
• Recommend and arrange life, critical illness, and income protection policies tailored to individual needs
• Maintain a high standard of compliance, service, and accuracy in all recommendations
• Build long‑term relationships with clients, ensuring retention and satisfaction
• Contribute positively to a vibrant, “work hard, play hard” team environment

Remuneration

• Basic salary up to £36,000 (dependent on experience)
• 15% net commission on all written business – with no threshold or validation
• Average monthly protection premiums between £60–£80 per case

Benefits

• 22 days annual leave + bank holidays & office closed over Christmas
• Regular company events
• Genuine progression opportunities – including future self‑employed options for top performers

Skills & Experience

• Proven experience as a Protection Advisor or similar, ideally within a mortgage brokerage environment
• Comfortable conducting review‑based sales rather than high‑volume transactional selling
• Strong understanding of life, critical illness, and income protection products
• Excellent communication and relationship‑building skills
• Driven, personable, and adaptable – a “good sport” who fits in with a fun, quirky, high‑performing team
• A serious attitude toward earning and delivering quality advice

It’s 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.