Protection Advisor

Fintelligent Search Ltd; Sale; On-site; GBP 32,000 - 35,000; Full time

Benefits offered by this job

£32,000-£35,000 basic salary.

£75,000 on-target earnings.

Ongoing training and coaching througha

Support towards your R05 Financial Pro

Clear career progression, including op

A supportive, people-focused enviro...

Job summary

Fintelligent Search Ltd seeks an experienced Protection Advisor to join our award-winning protection team in the UK. You will provide personalised recommendations to protect customers’ families, income and financial commitments, guiding the journey from initial consultation to policy completion.

You'll work within a supportive culture that values customer outcomes, ongoing professional development, and clear career progression into Business Protection roles, with a strong focus on compliant,

Qualifications

• Experience providing advised protection sales (life insurance).
• Strong knowledge of protection products and regulated advice process.
• Ability to conduct detailed fact-finds and make recommendations.
• Excellent telephone communication and objection-handling.
• Consultative approach focused on customer needs.
• Strong organization and pipeline management.
• Track record of meeting sales targets with compliance.
• R05 qualification advantageous with support available.
• Ambition to develop within protection advice.

Responsibilities

• Conduct detailed fact-finds to understand clients' personal circumstances.
• Review existing cover and identify gaps in protection.
• Research life insurance, critical illness, and income protection options.
• Liaise with insurers and internal teams to progress applications.
• Manage your pipeline and customer communications through to policy completion.
• Identify vulnerable customers and adapt approach.
• Maintain compliant records per FCA & Consumer Duty.

Skills

Protection sales

Life insurance

Phone communication

Compliance

Customer focus

Fact-finds

Objection handling

Education

R05 qualification

Job description

Protection Advisor

£32,000-£35,000 Basic Salary | £75,000 OTE | Excellent Culture | Career Progression

Are you an experienced Protection Advisor looking to join a business where customer outcomes, career development and a supportive culture are genuinely valued?

This opportunity offers a £32,000-£35,000 basic salary and £75,000 OTE with an award-winning protection business recognised for its excellent Feefo customer ratings.

You’ll join a collaborative team with an exceptional working culture, ongoing professional development and opportunities to progress into specialist Business Protection advice.

Package & Benefits

• £32,000-£35,000 basic salary.
• £75,000 on-target earnings.
• Ongoing training and coaching through a comprehensive training academy.
• Support towards your R05 Financial Protection qualification, if not already held.
• Clear career progression, including opportunities within the Business Protection team.
• A supportive, people-focused environment where performance and development are recognised.

About the Company

You’ll join an established, award-winning protection specialist with excellent Feefo ratings and a strong commitment to delivering positive customer outcomes.

The business combines high professional standards with an excellent working culture. Its training academy provides ongoing development for advisers at every stage, helping you strengthen your technical knowledge, improve your advice skills and build a long-term career.

The Role

As a Protection Advisor, you’ll provide personalised recommendations to customers, helping them protect their families, income and financial commitments.

You’ll manage the advice journey from initial consultation through to application and policy completion, balancing commercial performance with suitable recommendations and excellent service.

Key Responsibilities for the Protection Advisor

• Conduct detailed fact-finds to understand customers' personal circumstances, financial commitments and protection priorities.
• Review existing cover and identify protection needs or gaps.
• Research suitable life insurance, critical illness and income protection solutions in line with the business's product offering.
• Liaise with insurers and internal support teams to progress applications and resolve outstanding requirements.
• Manage your pipeline, follow-ups and customer communications through to policy completion.
• Recognise vulnerable customers and adapt your approach to their needs.
• Maintain compliant records and deliver good customer outcomes in line with FCA requirements and Consumer Duty.

Experience for the Protection Advisor

• Previous experience providing advised protection sales, including life insurance.
• A strong understanding of protection products and the regulated advice process.
• Confidence conducting detailed fact-finds and making suitable recommendations.
• Excellent telephone communication, rapport-building and objection-handling skills.
• A consultative approach that puts customer needs first.
• Strong organisation, pipeline management and attention to detail.
• A track record of achieving sales targets while maintaining compliance and quality standards.
• R05 qualification would be advantageous, although support is available if not already held.
• Ambition to develop your expertise and progress within protection advice.

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