Insurance Broker​/Protection Advisor

Description :

Insurance Broker / Protection Advisor

30,000 - £35,000 Basic Salary

£75,000 - £100,000+ OTE

Access to high quality leads with clients that already have an established relationship with us

Ongoing training, CPD, and support from experienced team leaders

Opportunities for career progression and industry qualifications

Flexible working options (office-based / hybrid dependant on experience etc)

Supportive, team-oriented culture focused on integrity and customer outcomes

Pension

Competitive Holiday Entitlement

We are seeking a highly motivated, knowledgeable, and customer-focused Insurance Broker / Protection Adviser to join our growing team. You will be responsible for providing tailored insurance advice and arranging protection products such as life insurance, critical illness cover, income protection, and home / buildings insurance for individuals, families & company directors & shareholders.

This is an excellent opportunity for someone who thrives in a fast-paced, target-driven environment and wants to make a real impact in helping clients secure financial peace of mind.

• Consult with clients to understand their personal protection needs, lifestyle, and financial goals
• Offer whole-of-market or panel-based advice on a range of insurance products (life, CI, IP, FIB, PMI, home / buildings & contents etc.)
• Prepare quotes, comparisons, and policy recommendations in line with client requirements
• Ensure full compliance with FCA & network guidelines and internal procedures
• Maintain up-to-date product knowledge and keep track of industry changes
• Build and maintain long-term client relationships through exceptional service
• Achieve and exceed personal and team-based sales targets and KPIs
• Accurately maintain records and submit applications via CRM and insurer portals
• Handle policy amendments, renewals, and client queries post-sale

• Minimum 1 years’ experience in insurance, financial services and / or protection sales
• Strong knowledge of life, critical illness, income protection, and home insurance products
• Excellent communication, rapport-building, and objection-handling skills
• Target-driven, self-motivated, and capable of working independently and within a team
• Familiarity with compliance requirements and FCA-regulated environments
• Experience using CRM systems and insurer portals
• CeMAP, RO5, or equivalent financial qualifications