Business Protection Advisor

Business Protection Advisor

Location:

Swansea

Hours:

10:00am - 6:30pm Monday - Thursday | 9:30am - 4:30pm Friday

Salary: £35,000 basic + generous commission structure

Job Type: Permanent

We are recruiting on behalf of a well-established and fast-growing Insurance Company seeking an experienced Business Protection Advisor to join its expanding team.

This is an excellent opportunity for a protection professional who is passionate about delivering strategic, consultative advice to business owners. The organisation takes a relationship-led approach, focusing on tailored commercial solutions rather than price-driven personal protection sales.

If you're commercially minded, confident working with senior decision-makers, and motivated by performance and progression, this role offers strong earning potential and clear career development.

As a Business Protection Advisor, you will take full ownership of the client journey - from initial consultation and fact-find through to policy implementation and ongoing relationship management.

• Shareholder Protection
• Key Person Cover
• Executive Income Protection
• Relevant Life Policies
• Group Risk & Employee Benefits

Clients are guided through an educational and strategic process, helping them understand the risks their business faces and how protection can support long-term continuity and growth.

Advice is delivered primarily via telephone and Microsoft Teams, with a strong emphasis on compliance, documentation, and delivering best client outcomes.

• Conduct detailed and compliant business protection fact-finds
• Provide fully documented, client-focused advice and recommendations
• Collect and verify policy documentation via approved systems
• Present solutions confidently to directors and key stakeholders
• Build structured employee benefits and group risk packages
• Proactively generate new business opportunities
• Manage renewals and maintain long-term client relationships
• Adhere strictly to compliance frameworks and regulatory standards
• Maintain up-to-date CPD and product knowledge
• Contribute to the continued growth of the Business Protection division

• Proven experience advising on business protection (essential)
• Strong technical knowledge of shareholder, key person and relevant life solutions
• Comfortable engaging with high-net-worth individuals and senior leaders
• Commercially driven with a proactive mindset
• Highly organised with strong attention to detail
• Excellent telephone and virtual communication skills
• Motivated, ambitious, and committed to professional development
• RO5 qualification desirable

• £35,000 basic salary (experience dependent)
• Attractive and competitive commission structure
• Structured career progression pathway
• Ongoing training and funded professional development
• Supportive, collaborative working environment
• Modern office setting in Swansea

This is a fantastic opportunity to join a growing Insurance Company that views protection as a strategic commercial solution rather than an add-on product.

If you're ready to take the next step in your protection career and make a meaningful impact advising business clients, we encourage you to apply