Protection Advisor - Remote

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We’re a growing team of 20 dedicated Protection Advisors, led by two experienced Sales Managers. Backed by a vibrant culture and a clear sense of purpose, we’re focused on delivering the right protection solutions for every client.

Department: Sales - Protection

Location: United Kingdom

Compensation: £65,000 – £95,000 / year

Our work spans Life Insurance, Income Protection, Critical Illness Cover, and Family Income Benefit. With access to a large panel of providers, we tailor each recommendation to suit individual needs—no off-the-shelf policies here. All our leads come exclusively from our 70 Mortgage Advisors, so we’re always speaking to customers who are already engaged and open to advice. We collaborate closely, move quickly, and support each other every step of the way—making protection simple, personal, and effective.

Our Protection Advisors work a 39‑hour week, on three shift patterns to align with our opening hours and a one‑hour lunch break. You will have a set weekly rota made up of the following shifts. (Usually 2 Early shifts and 1 Mid, 1 Late)

• Early – 9:00 am–6:00 pm
• Mid – 10:00 am–7:00 pm
• Late – 11:00 am–8:00 pm
• Fridays – 9:00 am–4:30 pm (30 minute lunch break)

Our team don’t work Saturday right now, but we are a growing business so never say never! We keep it fair, balanced, and always aim to work smarter—not longer.

• Picking up live transfers and pre‑booked calls from our fantastic team of Mortgage Advisors
• Arranging protection reviews with our customers, both new and existing, by contacting them and helping them recognise the need for protection products
• Conducting in‑depth reviews of customers protection needs, especially in relation to protecting their mortgage, by exploring current provision and agreeing future aims
• Providing advice and recommending the best protection products for the customer’s personal circumstances
• Being a wealth of knowledge on the protection marketplace (income protection, life cover and critical illness) so the customer gets the right products at the best price
• Completing insurance applications and medical questionnaires
• Keeping up to date with financial products and legislation
• Producing insurance quotes and issuing policy documentation, and liaising with underwriters to ensure the best possible outcome for the client

• A minimum of 2 years previous experience in an advised Protection role with knowledge of income protection, life cover and critical illness products
• CeMAP, Cert Pro or R05 – or a willingness to work towards and achieve this in your first 3 months of employment (self‑funded)
• Whole‑market (WOM) or large panel experience
• Strong verbal and listening communication skills
• A strong ability to build rapport and skill in handling objections

• Fully remote – work from anywhere in the UK
• Competitive salary – we pay fairly for top talent, with clear progression as you grow
• Performance‑based bonuses – your results = your rewards
• 25 days holiday plus bank holidays – time to rest, recharge and come back swinging
• Personal development – from courses to coaching, we invest in your growth
• Wellbeing support – mental health resources, wellness perks, and a genuinely supportive culture
• Good vibes – regular (virtual) hangouts and fun stuff to keep us connected
• In‑person social events – summer socials and a Christmas party
• Career progression – we’re growing fast, and we bring our people along

We’re not just offering a job – we’re offering a place where you can do your best work, be challenged, and have a real impact.

Entry level

Full‑time

Other