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Self Employed Protection Advisor (Financial Services)

UK Wide

OTE £50k+

Our Client are an award-winning firm specialising in personal and business financial services. They cater primarily to the business community offering business protection solutions to include employee and directors’ benefits. For Advisors, our Client offer an opportunity rare in financial services which is the provision of regular, qualified, high net worth client enquiries.

As a Protection Advisor you will be expected to have at least 3 years’ experience in a customer facing role and as a minimum be able to demonstrate competency in a current advisory capacity with all aspects of the following personal financial planning:

  • • Income protection

  • • Life insurance

  • • Critical illness cover

  • • Mortgage protection insurance


You will: 

  • Be well presented, articulate, computer literate and be able to show excellent sales results and acceptable industry KPI’s 

  • Be personable with excellent communication and listening skills

  • Act with honesty and integrity and be well organised with a drive to meet targets and deadlines

  • Show a willingness to progress and learn new skills

  • Have the ability to understand and explain complex information clearly

  • Be willing to train and acquire the skills and knowledge of a business protection specialist

This role will also suit professionally qualified mortgage advisors wishing to advance their career as well as those advisers with additional experience advising on Private Medical Insurance.

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