Protection Advisor (Self-Employed)

Location

Hybrid working, based in Aylsham, Norfolk.

Company

An established and growing financial services business with a strong mortgage division that actively generates protection opportunities for advisers. The company is committed to supporting advisers with quality lead generation, ongoing training, and a collaborative environment focused on helping clients secure the right protection solutions.

Protection Advisor Responsibilities;

• Providing whole-of-market protection advice to clients.
• Conducting fact-finds and identifying suitable insurance solutions.
• Managing appointments generated through internal mortgage adviser referrals.
• Maintaining compliant records and delivering excellent customer outcomes.
• Building and maintaining strong relationships with clients throughout the advice process.
• Converting warm, pre-qualified leads into completed business.

Experience Needed to Become a Protection Advisor;

• CAS status is essential.
• Previous experience providing protection advice.
• Strong knowledge of life insurance, critical illness cover, income protection and related products.
• Excellent communication and relationship-building skills.

Benefits of Being a Protection Advisor;

• warm, pre-qualified leads provided.
• Whole-of-market proposition.
• Hybrid working flexibility.
• Competitive commission split structure.
• Strong internal referral network from mortgage advisers.
• Training and support available for advisers moving from a restricted advice background.
• Self-employed role with autonomy and flexibility.

If you are a Protection Advisor and interested in the above, please apply.