Trainee Protection Advisor

Fintelligent Search; Sale; On-site; GBP 27,000 - 33,000; Full time

Job summary

Fintelligent Search Ltd in Sale, England, invites applications for a Trainee Advisor – Life Insurance role with a £30,000 basic salary and a structured training academy. No prior life insurance experience is required; the company offers hands-on coaching and a clear path to becoming an adviser.

You’ll build product knowledge and confidence while developing a consultative sales approach over the phone. Training towards the R05 Financial Protection qualification is provided.

Qualifications

• Previous sales experience, ideally within insurance or financial services.
• Confidence building rapport and maintaining engaging telephone conversations.
• Strong interpersonal skills and a customer-focused, consultative approach.

Responsibilities

• Speak with prospective customers over the phone, building rapport and understanding their circumstances.
• Complete thorough fact-finds to establish customers’ family commitments, financial priorities and existing protection.
• Develop your knowledge of life insurance, protection products and insurer criteria.
• Explain product features, benefits, limitations and exclusions clearly.
• Handle questions and objections professionally, using a consultative rather than pressurised approach.
• Progress towards making suitable protection recommendations within your training and authorisation.
• Support customers through applications, gathering accurate information and keeping them informed.
• Manage your pipeline, follow-up and customer records efficiently.
• Work towards agreed sales, service and quality targets while maintaining compliance standards.
• Participate in coaching, training and study towards your R05 qualification.

Skills

Sales experience

Rapport-building

Interpersonal skills

Objection handling

Organised

Willingness to learn

Education

R05 Financial Protection qualification (training)

Job description

Trainee Advisor – Life Insurance £30,000 Basic Salary | Outstanding Training Academy | R05 Qualification Support | Career Progression

Are you an experienced sales professional looking to build a long-term career in insurance and financial advice?

This Trainee Advisor opportunity offers a supported route into life insurance advice with an award-winning protection business known for its excellent Feefo customer ratings and standout working culture.

You don’t need previous experience selling life insurance, just strong sales experience and a passion to want to work for an award‑winning business. With a comprehensive training academy, hands‑on coaching and ongoing support, you’ll develop the product knowledge, market understanding and confidence needed to succeed.

If you’re a natural at building rapport over the phone and enjoy taking a consultative approach to sales, this could be your next step.

Package & Benefits for the Trainee Protection Advisor:

• £30,000 basic salary
• Comprehensive training academy with structured onboarding and ongoing coaching.
• Support towards achieving your R05 Financial Protection qualification.
• Clear progression into experienced advisory roles, with opportunities to develop into the Business Protection team.
• A supportive, people‑focused culture where development and achievement are recognised.
• The opportunity to build a lasting career with an award‑winning protection specialist.

About the Company

You’ll join an established protection business that combines excellent customer service with a genuine commitment to its people.

With excellent Feefo ratings and an award‑winning reputation, the business puts customer outcomes at the heart of its approach. Its standout training academy gives aspiring advisers the foundations to develop, supported by experienced colleagues and a collaborative working environment.

You won’t be expected to hit the ground running. Instead, you’ll receive structured training, encouragement and practical support as you build your knowledge and progress towards becoming a confident adviser.

The Role

As a Trainee Advisor, you’ll speak with customers about their protection needs, building relationships and developing your understanding of life insurance and the advice process.

You’ll initially work within your training and supervision framework, progressing towards providing suitable recommendations once trained and authorised to do so.

Key Responsibilities for the Trainee Protection Advisor:

• Speak with prospective customers over the phone, building rapport and understanding their circumstances.
• Complete thorough fact‑finds to establish customers’ family commitments, financial priorities and existing protection.
• Develop your knowledge of life insurance, protection products and insurer criteria.
• Explain product features, benefits, limitations and exclusions clearly.
• Handle questions and objections professionally, using a consultative rather than pressurised approach.
• Progress towards making suitable protection recommendations within your training and authorisation.
• Support customers through applications, gathering accurate information and keeping them informed.
• Manage your pipeline, follow-up and customer records efficiently.
• Work towards agreed sales, service and quality targets while maintaining compliance standards.
• Participate in coaching, training and study towards your R05 qualification.

Experience for the Trainee Advisor:

• Previous sales experience, ideally within insurance or financial services.
• Confidence building rapport and maintaining engaging telephone conversations.
• Strong interpersonal skills and a customer‑focused, consultative approach.
• The ability to handle objections and explain information clearly.
• Good organisation, time management and attention to detail.
• A willingness to learn, take feedback and develop within a regulated environment.
• A genuine interest in a long‑term career in protection advice.

If you’re looking for more than your next sales job, this is an opportunity to gain a professional qualification, develop specialist knowledge and build your career in a business with an exceptional working culture.