Trainee Protection Adviser | Transition from Sales to Financial Services Remote

Trainee Protection Adviser | Transition from Sales to Financial Services | Full Training | Remote

Got sales experience but never worked in financial services? Want to transition into a career with real earning potential?

We're the UK's fastest-growing medical protection specialists, and we're looking for one hungry salesperson ready to learn a new industry and build a proper career.

You don't need financial services experience. You don't need to know anything about insurance. But you do need to be able to sell, and you need to be ready to work hard.

This is for people who:

• Have 2+ years of proven sales experience (call centre, B2B, B2C - any sales background)
• Are frustrated with capped earnings and want unlimited potential
• Are ready to learn a new industry from scratch
• Want autonomy - 100% remote, manage your own diary
• Are willing to back themselves (commission‑only after training period)
• Want to transition into financial services properly

What You Get:

Full Training & Support

• Medical niche training - we'll teach you everything about advising NHS doctors
• Ongoing mentoring and support
• No prior financial services knowledge needed
• Start in financial services with a clear path forward
• Transition from trainee to senior adviser

Quality Infrastructure

• Warm, qualified leads provided once qualified
• Premium CRM, full compliance support
• Back‑office handled – you focus on learning and selling

The Structure:

• Training period (typically 1 month to get qualified)
• Transition to commission‑only, self‑employed structure
• £60k OTE first year once qualified and performing
• Complete autonomy once you're up and running

What We Need From You:

• 2+ years proven sales experience with results to show for it
• Hunger to learn and build a proper career
• Ability to build rapport and close deals
• Self‑motivated and disciplined
• Ready to study for qualifications (CII exams)
• Unwavering integrity – doing right by clients always comes first
• Willingness to eventually transition to commission‑only structure

Deal‑Breakers:

• No proven sales experience or track record
• Not willing to study and get qualified
• Looking for an easy ride
• Not prepared to eventually work commission‑only
• Just want a stopgap job rather than a career

The Reality:
This isn't a quick win. You'll need to study, get qualified, and learn the industry. But if you're a strong salesperson who's ready to build something real, this is your route into financial services.

You’ll start with training and support, transition to qualified adviser, and eventually have the autonomy and earning potential that most sales roles can't offer.

We're building the UK's leading medical protection advisory. Join us early, learn properly, and build a career that actually pays what you're worth.

Part of PRIMIS Network
, UK's largest mortgage & protection network

We're looking for one hungry salesperson ready to transition into financial services. If that's you, get in touch.

• Internship

• Full‑time