Are you an experienced protection sales professional ready to step into a leadership role? John Charcol is looking for a Protection Sales Manager to join our Protection team, based full-time at our Southampton office.
Location: Southampton (full-time office-based, with occasional travel to London and other UK sites)
Department: Protection
Reports to: Protection Sales Director
About the Role
You’ll be responsible for the management and development of a protection sales team, driving performance and helping advisers reach their full potential – all while upholding the highest compliance and customer service standards.
What You’ll Be Doing
- Running daily team catch-ups to plan the day, review sales performance, and work through lead numbers, FF numbers, and problem-pot cases.
- Weekly check-ins with the Protection Sales Director to review team performance and escalate adviser concerns.
- Setting team sales targets and actively driving revenue growth across Protection, Wills, Wealth Referrals, and PMI.
- Conducting monthly 1-2-1s, performance improvement plans, and regular call listening with feedback.
- Managing interviews and onboarding for new team members.
- Monitoring NTU data to identify reinstatement opportunities and prevent recurrence.
- Managing 4-year renewal campaign data to ensure clients are contacted within the renewal window.
- Handling complaints from referring advisors, admin, or clients.
- Building strong relationships with Operations, EST, Marketing, Compliance, and HR to improve business efficiency.
- Managing HR matters including probation, absence, disciplinary, and performance improvement policies.
- Producing regular management information and reports.
- Championing John Charcol values and embedding a strong, supportive team culture.
- Upholding FCA Consumer Duty by placing customer best interests at the heart of every decision.
What We’re Looking For
- Minimum two years of proven advised protection sales experience in a regulated financial services environment
- Attained Competent Adviser Status in a current or previous role
- Demonstrable experience managing and coaching a sales team in a regulated environment
- Strong understanding of the FCA regulatory framework, Consumer Duty, and T&C requirements
- Excellent communication and presentation skills – both written and verbal
- Ability to interpret MI and translate insights into actionable team development priorities
- Strong time management and accuracy under competing demands
- Proven relationship-building skills with internal introducers, lenders, and providers
- An enthusiastic coach and motivator with a genuine desire to develop others
Key Competencies
Leadership · Developing People · Team Player · Results Orientated · Commercially Astute · Client Focused · Relationship Building · Strategic Thinking · Adaptability · Assertive and Confident · Accuracy and Attention to Detail
Performance is measured against: Team business targets, individual adviser target/learning curves, KPIs including BZW, On Risk, NTUs and Clawbacks, T&C requirements, and goals set by the business.
What we offer:
- Competitive salary with OTE potential £65,000-£69,000 including a base salary of £45,000
- Critical illness cover
- Private medical insurance (upon successful completion of probation)
- Discounts on fees for mortgages.
Interested? Apply via LinkedIn or reach out directly. We’d love to hear from you.
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