Protection Sales Manager

Are you an experienced protection sales professional ready to step into a leadership role? John Charcol is looking for a Protection Sales Manager to join our Protection team, based full-time at our Southampton office.

Location: Southampton (full-time office-based, with occasional travel to London and other UK sites)

Department: Protection

Reports to: Protection Sales Director

You’ll be responsible for the management and development of a protection sales team, driving performance and helping advisers reach their full potential - all while upholding the highest compliance and customer service standards.

• Running daily team catch‑ups to plan the day, review sales performance, and work through lead numbers, FF numbers, and problem‑pot cases.
• Weekly check‑ins with the Protection Sales Director to review team performance and elevate adviser concerns.
• Setting team sales targets and actively driving revenue growth across Protection, Wills, Wealth Referrals, and PMI.
• Conducting monthly 1‑2‑1s, performance improvement plans, and regular call listening with feedback.
• Managing interviews and onboarding for new team members.
• Monitoring NTU data to identify reinstatement opportunities and prevent recurrence.
• Managing 4‑year renewal campaign data to ensure clients are contacted within the renewal window.
• Handling complaints from referring advisors, admin, or clients.
• Building strong relationships with Operations, EST, Marketing, Compliance, and HR to improve business efficiency.
• Managing HR matters including probation, absence, disciplinary, and performance improvement policies.
• Producing regular management information and reports.
• Championing John Charcol values and embedding a strong, supportive team culture.
• Upholding FCA Consumer Duty by placing customer best interests at the heart of every decision.

• Minimum two years of proven advised protection sales experience in a regulated financial services environment
• Attained Competent Adviser Status in a current or previous role
• Demonstrable experience managing and coaching a sales team in a regulated environment
• Strong understanding of the FCA regulatory framework, Consumer Duty, and T&C requirements
• Excellent communication and presentation skills – both written and verbal
• Ability to interpret MI and translate insights into actionable team development priorities
• Strong time management and accuracy under competing demands
• Proven relationship‑building skills with internal introducers, lenders, and providers
• An enthusiastic coach and motivator with a genuine desire to develop others

Team business targets, individual adviser target/learning curves, KPIs including BZW, On Risk, NTUs and Clawbacks, T&C requirements, and goals set by the business.

• Competitive salary with OTE potential £65,000‑£69,000 including a base salary of £45,000
• Critical illness cover
• Private medical insurance (upon successful completion of probation)
• Discounts on fees for mortgages.