Protection Adviser *South Tyneside - Hybrid - Permanent

Protection Adviser | South Tyneside | Permanent

Are you an experienced Protection Adviser looking for a role where you can focus on advising customers rather than generating your own leads?

We're working with a successful and growing mortgage brokerage that is looking to add an experienced Protection Adviser to its supportive and high-performing team.

You'll benefit from a steady flow of warm, qualified customer referrals generated by an established Mortgage Adviser team, meaning you'll be speaking with customers who already have a relationship with the business and an opportunity to review their protection arrangements.

This is an excellent opportunity for an adviser seeking stability, career progression, ongoing development and strong earning potential within a customer-focused environment.

What's On Offer?

£30,000 basic salary
Uncapped monthly commission
Six-monthly performance bonus
Warm, qualified customer referrals
No cold calling
Existing customer opportunities generated by the Mortgage Adviser team
Full-time position, 37.5 hours per week, shift-based working between 9am and 7pm, Monday to Friday
Occasional weekend working with two days off during the week
Hybrid working available once fully competent
Ongoing training and professional development
Financial support towards CeMAP 2 & 3
Genuine career progression opportunities
Supportive and collaborative team environment
Free on-site parking

The Role

Working closely with the Mortgage Adviser team, you'll receive a consistent flow of customer referrals and focus on identifying and recommending suitable protection solutions.

Responsibilities will include:

Managing qualified customer referrals generated through the Mortgage Adviser team
Reviewing customers' existing protection arrangements
Identifying gaps in cover and opportunities to improve customer protection
Understanding customers' personal and financial circumstances
Providing tailored and compliant protection advice
Building trust and long-term relationships with customers
Converting opportunities into new business
Managing a high volume of customer conversations effectively
Working towards individual sales and performance targets
Maintaining accurate records and client documentation
Delivering excellent customer service whilst remaining fully compliant

About You

We're looking for an experienced Protection Adviser who is commercially driven, customer-focused and passionate about delivering the right outcomes for clients.

You'll ideally have:

CeMAP 1 qualified (essential)
Current or recent experience as a Protection Adviser
Hands-on experience advising customers on protection products
Strong understanding of the protection advice process
Experience working with referrals, existing customers or warm leads
A confident and professional telephone manner
Excellent communication and relationship-building skills
The ability to identify customer needs and provide suitable recommendations
Previous experience working within a target-driven environment
The ability to work independently and as part of a wider team

Why Join?

This isn't a traditional protection sales role.

You'll have access to a steady stream of qualified opportunities generated through an established mortgage business, allowing you to focus on what you do best: building relationships, understanding customer needs and providing valuable protection advice.

Rather than spending your time generating leads, you'll be working with customers who are already engaged with the business and open to discussing their protection requirements.

In return, you'll receive ongoing support, professional development, assistance towards further qualifications and the opportunity to build a long-term career with a growing financial services organisation.

Interested?

If you're an experienced Protection Adviser with CeMAP 1 looking for warm leads, uncapped commission and genuine career progression, we'd love to hear from you.

Apply today to find out more.

Due to the high volume of applications we receive, we are unfortunately unable to provide individual feedback. If you have not been contacted within 5 working days of submitting your application, please assume that your application has been unsuccessful on this occasion. Should you require any reasonable adjustments during the recruitment process, please let us know and we will be happy to support you.

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Only candidates based in UK and eligible to work in UK are allowed