Protection Advisor

Protection Advisor Mortgage & Insurance - Remote Were looking for an experienced Protection Advisor ( minimum 2 years advising experience ) to join a growing mortgage brokerage. Youll work from warm leads generated by the mortgage team, completing fact-finds and delivering tailored recommendations across Life, Critical Illness, Income Protection, and Family Income Benefit. What youll do:
Advise clients on a full range of protection products Convert high-quality inbound leads into completed policies Build strong relationships with clients and mortgage advisers Manage your pipeline, follow up leads, and maintain accurate CRM notes Provide clear, compliant, customer-focused advice Keep up to date with insurer criteria and underwriting updates Were looking for someone confident, consultative, and passionate about protecting clients futures.