Senior Protection Broker

NRG Resourcing; Oldham; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Warm qualified leads provided

Full admin & compliance support

Uncapped commission

Job summary

NRG Resourcing is seeking a Senior Protection Broker to join a Manchester based financial services firm. 3-4 days in the Manchester office, remainder remote, with a steady stream of warm leads and full admin support to focus on client protection advice.

You will advise on Life Insurance, Critical Illness, Income Protection and Business Protection, aiming to grow the protection team while maintaining regulatory standards. Employed or self-employed options available.

Qualifications

• Proven experience selling protection products (Life, CI, income protection, business protection).
• Track record converting warm leads and building lasting client relationships.
• Motivated with a consultative, target-driven approach.
• Strong communication and pipeline management skills.
• Experience mentoring junior advisers is advantageous for a senior role.
• CeMAP/RO5 or equivalent qualifications are advantageous but not essential.

Responsibilities

• Provide expert advice on Life Insurance, Critical Illness Cover, Income Protection and Business Protection.
• Conduct comprehensive fact-finds and recommend suitable tailored solutions.
• Manage and convert a pipeline of warm leads from mortgage referrals, inbound enquiries and established sources.
• Maintain high standards of regulatory compliance and suitability throughout the advice process.
• Effectively manage your pipeline to maximise conversion rates and earnings.
• Build long-term client relationships through a professional, consultative approach.
• Support growth and development of the protection team and mentor less experienced advisers.
• Take on responsibility leading the protection department as the team grows.

Education

CeMAP / RO5 advantageous

Job description

About the Company

Our client is a well-established and highly respected financial services firm based in Manchester, with a strong reputation for delivering expert mortgage and protection advice. Their proven lead generation model, supportive culture and investment in technology allow advisers to focus on what they do best: helping clients secure the protection they need.

About the Role

As a Senior Protection Broker, you will spend 3-4 days per week in the Manchester office, working within a collaborative team, with the remainder worked remotely.

You will receive a steady flow of warm, qualified leads from mortgage referrals, inbound enquiries and established lead sources, alongside full administrative and compliance support, freeing you to focus on advising clients, maximising your earnings and help shape and grow the protection team.

Key Responsibilities

• Provide expert advice on Life Insurance, Critical Illness Cover, Income Protection and Business Protection
• Conduct comprehensive fact-finds and recommend suitable, tailored solutions
• Manage and convert a pipeline of warm leads from mortgage referrals, inbound enquiries and established lead sources
• Maintain high standards of regulatory compliance and suitability throughout the advice process
• Effectively manage your pipeline to maximise conversion rates and earnings
• Build long-term client relationships through a professional, consultative approach
• Support the growth and development of the wider protection team, sharing expertise with less experienced advisers
• Take on greater responsibility leading the protection department as the team and business grow

Package

Employed: £35,000-£40,000 basic salary (DOE), uncapped commission, warm qualified leads provided, full admin & compliance support

Self-Employed: 45% commission on all banked business, warm qualified leads provided, full admin & compliance support.

Skills & Experience

• Proven experience selling protection products, including Life Insurance, Critical Illness Cover, income Protection and Business Protection
• A track record of converting warm leads and building lasting client relationships
• Highly motivated, with a consultative, target-driven approach
• Strong communication and pipeline management skills
• Experience supporting or mentoring junior advisers is an advantage for this senior-level role
• CeMAP, RO5 or equivalent qualifications advantageous but not essential