Insurance Broker​/Protection Advisor

Position: Insurance Broker / Protection Advisor
Description:

Insurance Broker / Protection Advisor

£30,000 - £35,000 Basic Salary
75000 - £100,000+ OTE
Access to high quality leads with clients that already have an established relationship with us
Ongoing training, CPD, and support from experienced team leaders
Opportunities for career progression and industry qualifications
Flexible working options (office-based/hybrid dependant on experience etc)
Supportive, team-oriented culture focused on integrity and customer outcomes
Pension
Competitive Holiday Entitlement

Insurance Broker / Protection Advisor
- About the Role:

We are seeking a highly motivated, knowledgeable, and customer-focused Insurance Broker / Protection Adviser to join our growing team. You will be responsible for providing tailored insurance advice and arranging protection products such as life insurance, critical illness cover, income protection, and home/buildings insurance for individuals, families & company directors & shareholders.
This is an excellent opportunity for someone who thrives in a fast-paced, target-driven environment and wants to make a real impact in helping clients secure financial peace of mind.

Insurance Broker / Protection Advisor
- Key Responsibilities:

Consult with clients to understand their personal protection needs, lifestyle, and financial goals
Offer whole-of-market or panel-based advice on a range of insurance products (life, CI, IP, FIB, PMI, home/buildings & contents etc..)
Prepare quotes, comparisons, and policy recommendations in line with client requirements
Ensure full compliance with FCA & network guidelines and internal procedures
Maintain up-to-date product knowledge and keep track of industry changes
Build and maintain long-term client relationships through exceptional service
Achieve and exceed personal and team-based sales targets and KPIs
Accurately maintain records and submit applications via CRM and insurer portals
Handle policy amendments, renewals, and client queries post-sale

Insurance Broker / Protection Advisor – Requirements:

Minimum 1 years’ experience in insurance, financial services and/or protection sales
Strong knowledge of life, critical illness, income protection, and home insurance products
Excellent communication, rapport-building, and objection-handling skills
Target-driven, self-motivated, and capable of working independently and within a team
Familiarity with compliance requirements and FCA-regulated environments
Experience using CRM systems and insurer portals
CeMAP, RO5, or equivalent financial qualifications

Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of...

Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector.

We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA’s.

Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on Linked In