Quick Overview
- Role: Protection Adviser
- Salary: £40,000 basic + uncapped commission
- OTE: Six figures
- Experience: 1+ year as a Protection Adviser
- Lead Source: 120–150 warm mortgage leads per month (pre-booked meetings)
- Location: Office-based 4 days per week during probation, reducing to 3 days thereafter
About the Company
This is a fast-growing financial services firm working with high-net-worth clients and experiencing strong, consistent growth. With a high-performance culture and ambitious leadership, the business is continuing to invest in its protection offering and sales team to support increasing demand.
You’ll be joining at an exciting stage, with a well-established mortgage division generating a significant pipeline of opportunities for protection advice.
About the Role
This role offers the opportunity to step into a steady flow of high-quality, pre-qualified leads generated by five experienced mortgage advisers. With 120–150 mortgage cases coming through each month, there is a strong and consistent opportunity to develop protection business.
You’ll focus on advising clients, converting warm leads, and building your own pipeline within a supportive and commercially driven environment. As the business continues to expand, there will be clear opportunities to progress and develop your career within the protection function.
Key Responsibilities
- Advise clients on life insurance, critical illness cover, and income protection
- Convert a high volume of warm, pre-booked mortgage leads
- Maximise protection opportunities across an active client pipeline
- Build strong relationships with mortgage advisers and internal teams
- Consistently deliver against revenue and conversion targets
Package & Earnings
- Base Salary: £40,000 DOE
- Commission: 15% after validation
- On-Target Earnings: Six figures
- Progression: Clear pathway to develop your role and grow within the business
Skills & Experience Required
- Minimum 1 year’ experience as a Protection Adviser or Protection Broker
- Strong communication and consultative sales skills
- Experience working with warm leads or referred clients
- Motivated by targets, earnings, and career progression
- Comfortable working in a fast-paced, office-based environment
Why Apply?
You’ll benefit from a consistent flow of 120–150 mortgage leads per month, all pre-booked into your diary. The protection opportunity across the business remains significant, providing a strong earnings platform.
With a structured lead source, supportive team environment, and clear progression route, this role offers the chance to build your experience, increase your earnings, and grow your career in a thriving financial services business.
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