Protection Specialist

Mortgage Advice Bureau; North East; On-site; GBP 30,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Training and development

National brand

Job summary

Mortgage Advice Bureau in Newcastle Upon Tyne is seeking a Protection Adviser. You will meet with clients to assess protection needs, recommend suitable life insurance products, and explain terms clearly while supporting applications and underwriting.

Join a leading UK broker offering warm leads, ongoing training, and the chance to grow an established client portfolio within a compliant, client‑focused environment.

Qualifications

• Experience in a protection advisory role (minimum 1 year preferred).
• Excellent knowledge of protection products and the current market.
• Strong ethical standards and a genuine desire to do the right thing for clients.
• Great communication, listening, and relationship-building skills.

Responsibilities

• Meet with clients to assess protection and life insurance needs
• Recommend appropriate life insurance products and coverage levels
• Explain policy terms, exclusions, premiums, and benefits clearly
• Conduct fact-finding and risk assessments
• Generate new business through referrals, networking, and lead generation
• Maintain and grow an existing client portfolio
• Process applications and support underwriting requirements
• Ensure compliance with FCA and data protection regulations
• Review client policies regularly and recommend updates where appropriate
• Liaise with underwriters, claims teams, and financial advisers
• Maintain accurate client records using CRM systems
• Achieve sales and retention targets

Skills

Protection advisory

Client relationship

Education

CeMAP or equivalent

Job description

Protection Adviser in Newcastle Upon Tyne

16th June, 2026

Protection Adviser - Join Mortgage Advice Bureau (MAB)

Location: [Newcastle Upon Tyne]

Full-time | Employed

OTE: £30,000 - £70,000 (Uncapped Commission)

Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service.

An Insurance Life Specialist advises individuals and businesses on life insurance and related protection products. The role involves assessing client needs, recommending suitable coverage, explaining policy features, and maintaining long-term client relationships while ensuring compliance with financial regulations and company standards.

What You’ll Be Doing:

• Meet with clients to assess financial protection and life insurance needs
• Recommend appropriate life insurance products and coverage levels
• Explain policy terms, exclusions, premiums, and benefits clearly
• Conduct fact-finding and risk assessments
• Generate new business through referrals, networking, and lead generation
• Maintain and grow an existing client portfolio
• Process applications and support underwriting requirements
• Ensure compliance with FCA and data protection regulations
• Review client policies regularly and recommend updates where appropriate
• Liaise with underwriters, claims teams, and financial advisers
• Maintain accurate client records using CRM systems
• Achieve sales and retention targets

What's in it for you?

• Access to high-quality, warm leads from an established mortgage client base.
• Supportive and dynamic working environment with ongoing training and development.
• Opportunity to work under a nationally recognised brand with a proven track record.

What We’re Looking For:

• Experience in a protection advisory role (minimum 1 year preferred).
• Excellent knowledge of protection products and the current market.
• Strong ethical standards and a genuine desire to do the right thing for clients.
• Great communication, listening, and relationship-building skills.
• CeMAP or equivalent protection-related qualifications are desirable