Protection Adviser / Mortgage Protection Specialist

4 Days Old

Protection Adviser / Mortgage Protection Specialist
Join a growing mortgage brokerage as a Protection Adviser / Mortgage Protection Specialist, providing life cover, critical illness and income protection advice to warm mortgage referrals. Hybrid working with strong earning potential and quality lead generation.
If youve also worked in the following roles, wed also like to hear from you: Protection Consultant, Insurance Adviser, Financial Protection Consultant, Mortgage & Protection Adviser, Insurance Broker
SALARY: £30,000 to £35,000 per annum (Basic Salary) / £70,000 OTE (uncapped)
LOCATION: Hybrid / Hemel Hempstead, Hertfordshire
JOB TYPE: Full-Time, Permanent and Self-Employed Contracts Available
JOB OVERVIEW
We have a fantastic new job opportunity for a Protection Adviser / Mortgage Protection Specialist with proven experience in protection sales and client relationship management within financial services.
Working in a hybrid model, the Protection Adviser / Mortgage Protection Specialist will receive a consistent flow of warm mortgage referrals, supporting clients with life cover, critical illness and income protection solutions.
As a Protection Adviser / Mortgage Protection Specialist you will deliver compliant, client-first advice, maximise protection penetration and build long-term customer relationships to drive repeat and referral business.
This is an excellent opportunity for a motivated professional to join a fast-growing brokerage with established systems, compliance support and strong earning potential.
WHY JOIN
Built-in Opportunity: The mortgage advisers collectively submit around 60 mortgages per month, all of which are referred directly to you for protection advice
Employed or Self-Employed: Choose the structure that suits your goals and lifestyle
Hybrid Flexibility: Work from home with bi-weekly collaboration days in the Hemel Hempstead office
Established Brand & Support: Compliance, systems and processes already in place so you can focus on writing business
Earning Potential: High-quality referrals + strong conversion = serious income opportunity
APPLY TODAY
Ready to make your next career move? Apply Now for our Recruitment Team to review.
DUTIES
Your duties as the Protection Adviser / Mortgage Protection Specialist include:
Provide Protection Advice: Advise clients on life cover, critical illness and income protection products tailored to their needs
Manage Warm Referrals: Handle mortgage-generated leads and convert opportunities into completed business
Conduct Fact Finds: Complete thorough fact-finding and needs analysis to deliver suitable, compliant recommendations
Ensure Regulatory Compliance: Maintain accurate documentation and adhere to FCA and internal compliance standards
Maximise Protection Penetration: Identify additional protection opportunities within existing mortgage cases
Build Client Relationships: Develop long-term customer relationships to encourage repeat and referral business
Pipeline Management: Manage your sales pipeline effectively to meet revenue targets and service standards
Collaborate with Advisers: Work closely with mortgage advisers and internal teams to optimise client outcomes
CANDIDATE REQUIREMENTS
Previous experience as a Protection Adviser, Mortgage Protection Specialist or similar financial services role
Proven experience converting warm leads and managing a protection sales pipeline
Strong knowledge of life cover, critical illness and income protection products
Experience delivering compliant advice within an FCA-regulated environment
Excellent communication and relationship management skills
Self-motivated with strong organisation and time management skills
Based within a commutable distance to Hemel Hempstead with ability to attend bi-weekly office days
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-P14434
Full-Time, Permanent for Self-Employed Contact Jobs, Careers and Vacancies. Find a new job and work in Hemel Hempstead, Hertfordshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.
AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.
AWD-IN-SPJ
TPBN1_UKTJ
Apply
Location:
Hemel Hempstead
Salary:
£70,000
Job Type:
FullTime
Category:
Insurance;Finance;Insurance

We found some similar jobs based on your search