Trainee Protection Advisor — Training & R05 Support (£30k)

Fintelligent Search Ltd; 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

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.