Business Protection Advisor

4 Days Old

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

About the Opportunity

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.

The Role

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.

You will provide specialist advice to business clients on:

Shareholder Protection
Key Person Cover
Executive Income Protection
Relevant Life Policies
Group Risk & Employee BenefitsClients 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.

Key Responsibilities

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 divisionAbout You

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 desirableWhat's on Offer

£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 SwanseaThis 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
Apply
Location:
Swansea
Salary:
£30,000 - £35,000 /annum plus commission
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

We found some similar jobs based on your search