Customer Engagement Associate; pathway into Protection Adviser

Position: Customer Engagement Associate (pathway role into Protection Adviser)
Kickstart Your Career. Full Training. Real Progression. Great People.

£26,450k basic starting salary + bonus opportunities + genuine career growth + great perks!

Looking to build a career in a people-focused, high-energy environment? We’re one of the UK’s leading Life Insurance Brokers, and we’re searching for friendly and confident Customer Engagement Associates to become the first voice families hear when they reach out for help. This role has been created as a stepping stone to a long-term career as a Protection Adviser. Our aim is to support every successful candidate in developing the skills and experience needed to progress, with many colleagues moving into adviser roles within 6–12 months.

We’ve featured in the Sunday Times Best Companies to Work For and we’re killing it on Trustpilot. Don’t just take our word for it, go take a look for yourself!

Recruitment Event: 22nd July, 1pm – 4pm (save the date!)

Location:

MK9 1AT

Employment Type:

Full-time, Permanent

What you’ll be doing :

• Make outbound calls to families who aren’t yet protected

• Introduce them to our services, overcome objections, and smoothly connect them with an Adviser

• Arrange and manage callbacks to keep each customer’s journey on track

• Keep our CRM updated with accurate details to ensure seamless handovers

• Stay responsive, positive and ready to support your teammates

• Work towards moving into the Advice team with regular training

We’re looking for someone who:

• Has a warm, confident phone manner

• Can stay calm, think fast, and handle pushback with ease

• Has great listening skills and strong attention to detail

• Feels comfortable guiding customers through sensitive conversations

• Is ambitious, resilient, driven by targets, and eager to progress into an Adviser role in the future

• If you come from a customer service, sales or similar background it's a bonus! But it’s your attitude, energy, and willingness to learn that matter most

What’s in it for you?

• £26,450k basic salary going up to £30k once you move into Advice

• Bonus scheme based on performance (changing to uncapped commission when you moved over to Advice)

• Industry-leading training & clear progression pathway into a Protection Adviser role

• Life, Critical Illness, and Income Protection cover

• Overseas incentive trips (yes, really!)

• Buy or sell up to 5 days’ holiday

• Your birthday off

• A supportive team culture where you’ll be backed every step of the way

• … and plenty more!

What’s the shift pattern like?

You’ll work 40 hours a week with flexible shifts. These range from 9am, 10am or 11am starts. You would also be expected to work every other Saturday, BUT you get an extra day off in lieu for that. Hello 3-day weekend!

What’s the application process?

• Click apply and upload your CV (yes, we actually read them!)

• If it’s a match, we’ll email you and ask you to book in with Sophie for a quick chat

• If you’re successful, we’ll invite you to the MK office for an interview day on July 22nd where the first half will be group-based and the second half we may do a 1-to-1 interview if successful

• We’ll let you know the outcome as soon as possible

• We keep you updated at every stage. No ghosting here!

Feeling excited yet?

Apply now and we’ll be in touch soon