Protection Advisor - Training, Progression & Support

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

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,