Trainee Protection Adviser

Openwork Limited; United States; Remote; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Fullyremote

Mentorship

Structured training

Career progression

Job summary

Openwork Limited is offering a Self-Employed, fully remote Trainee Protection Adviser position with extensive training, mentorship and a clear progression path. You will identify and place protection solutions for clients while developing your own network and generating leads, with support from a dedicated mentor and leadership team.

The role provides a structured development pathway into protection advising, with potential to progress into mortgage advising in the future.

Qualifications

• Experience in protection or financial services.
• Strong communication and relationship-building abilities.
• Self-motivated with ability to generate leads and build a client base.

Responsibilities

• Identify and arrange suitable protection solutions for clients.
• Develop and manage your own client network with proactive lead generation.
• Provide ongoing client support, reviews and protection advice.
• Collaborate with leadership for training and progression pathways.

Skills

Protection experience

Sales experience

Communication skills

Relationship building

Networking

Job description

Self-Employed | Fully Remote | Full Training, Mentorship & Career Progression

Are you looking to build a long-term career in financial services with the support, training and mentorship needed to succeed?

This is an excellent opportunity for an aspiring Protection Adviser to join a supportive and established business that specialises in developing advisers from the ground up. Whether you have protection, financial services or sales experience, you'll benefit from a structured training programme, dedicated mentoring and a clear route to building a successful advisory career.

The Role

As a Trainee Protection Adviser, you'll work with clients to identify and arrange suitable protection solutions, helping them safeguard their families, homes and lifestyles.

From day one, you'll receive full support from an experienced leadership team, including a dedicated Team Leader and Mentor who will guide your development and help you build a sustainable client base.

This opportunity is best suited to individuals who are prepared to proactively develop business opportunities and build their own network. You'll need a clear plan for generating leads and creating long-term client relationships, with the business providing the training, mentorship and structure to help you succeed.

Unlike many self-employed opportunities, this business provides a genuine development pathway, making it ideal for individuals looking to establish themselves within protection advice before progressing their career further.

For the right individual, there is also the opportunity to develop into Mortgage Advising in the future, providing a clear route into a Mortgage Adviser role for those who wish to broaden their skills and earnings potential.

What's on Offer?

• Full training, mentorship and ongoing development
• Dedicated Team Leader and Mentor
• Clear progression pathway within a growing business
• Fully remote role with flexible working arrangements
• Freedom to develop your own approach and personal brand
• Open to advisers with protection, financial services or sales backgrounds
• Long-term career development with genuine progression opportunities
• Supportive and collaborative culture focused on adviser success

Competitive Earnings Structure

• 120%-175% APE available depending on experience, with higher percentages linked to production levels
• Self-employed flexibility with the support typically associated with an employed role

About You

We're keen to speak with individuals who:

• Have protection, financial services or sales experience
• Are looking to build a long-term career in advice
• Possess strong communication and relationship-building skills
• Are self-motivated and proactive
• Have a clear business plan and route to market for generating clients and business opportunities
• Are comfortable generating their own leads and building professional relationships
• Want the flexibility of self-employment without sacrificing support and development
• Have ambitions to become a successful adviser within a growing business

Why Join?

Many trainee opportunities promise support but leave advisers to figure things out alone. This business takes a different approach.

You'll join a team that genuinely invests in adviser development, providing structured training, ongoing mentoring and a clear path for progression. Whether your goal is to become a successful Protection Adviser or eventually progress into Mortgage Advising, you'll have the guidance and support needed to achieve it.

If you're motivated, coachable and have a clear strategy for building your client base, this is an opportunity to join a business that will support you every step of the way.