Protection Advisor

Location: Pinner

Salary: £60k - £70k OTE

(OTE will quickly rise to £70k - £80k in year 2)

My client, a Directly Authorised specialist mortgage broker based in Pinner, is looking to bring on a Protection Advisor on a self-employed basis. All leads are provided, high quality, and passed directly from mortgage advisors within the business. You will receive full admin support. This is a hybrid based role with the expectation to be in the office more for the first month or so.

The role offers strong ongoing training and clear progression opportunities to support long-term career development.

Responsibilities for a Protection Advisor:

• Making outbound calls to clients who have recently secured a mortgage using the company’s mortgage advisors.
• Providing a range of suitable recommendations on protection policies that match the clients’ specific needs.
• Reviewing any existing policies the client already has in place and providing any appropriate advice or amendments as needed.

Requirements to become a Protection Advisor:

• A minimum of one year’s experience working as a protection advisor, selling and advising on mortgage insurance, critical illness cover, income protection, relevant life insurance, and executive income protection.
• Knowledge of Consumer Duty and FCA regulations.
• Ideally, you will have the R05 qualification, although this can be obtained once you have joined the company.
• A highly organised individual with excellent communication skills.
• Enjoyment of a fast-paced sales environment.

Benefits you will receive as a Protection Advisor:

• All leads provided.
• OTE of £60k–£70k.
• 35%-40% commission.
• Directly Authorised
• Hybrid
• Admin support
• No weekend work.

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