Insurance Broker

Are you an experienced Protection Advisor looking for your next chapter?

Mortgage referral leads, friendly collaborative team environment and Career progression opportunities!

** Employed or Self Employed packages available**

With a head office located in the heart of the beautiful city of Bath, all the advisors have excellent knowledge of the property market in the local and surrounding areas. They’ve earned a proud reputation for personal and honest approach, backed by a first-rate knowledge of the mortgage, financial and insurance markets.

The Protection Advisor Role

As a Protection Advisor for the company, you'll be provided with leads referred from the Mortgage team, it will be your responsibility to guide clients throughout the protection process, helping them secure suitable protection products that are tailored to their needs and financial circumstances.

Protection Advisor key responsibilities

• Provide expert Protection advice and guidance to clients
• Helping clients secure the most suitable protection products to match financial circumstances.
• Analyse and compare protection products from various providers
• Keep up to date with new Protection products and changes in protection regulation

Protection advisor Employed Package

• Salary £25k rising to £30k post probation
• Commission 20% post validation
• Office Based in Bath

Protection Advisor Self Employed Package

• First year OTE £70k
• Office Based in Bath or Hybrid

Additional Information

• Leads provided – Mortgage referrals
• Administrative support
• Excellent benefits
• Welcoming team environment
• Trade shows / Events / Trips away

Protection Advisor desired skills and experience

• Experience as a Protection Advisor
• Comprehensive knowledge of Protection products
• Strong stakeholder management
• Able to build rapport quickly and create lasting relationships
• Self-motivated and proactive
• Desire to be an integral part of a growing business

Think that this role is right for you?

Contact us to arrange a call, we’d love to find out more about you.