Protection Advisor – Remote Role

Location:Remote Role
Salary:£26,000 - £28,000 - £50,000 OTE
Sector:Financial Services

2i Recruit are excited to be working with an innovative, Financial Services company that are technology focused to offer their clients a mix of personal professionalism and cutting-edge AI-technology to offer an unparalleled, whole of the market service.

Due to continued success they are seeking an experienced Protection Advisor to join the organization, this is a remote role but with lots of structure!

Role & Responsibilities:

  • Arrange Protection reviews with our customers, by contacting them and helping them to recognise the need to protect their mortgage and their family from the potential impact of events such as redundancy, sickness and critical illness.
  • Conducting in-depth reviews of customers protection needs, especially in relation to protecting their mortgage, by exploring current provision and agreeing future aims.
  • Provide advice and recommend the best protection products for the customers personal circumstances.
  • Be a wealth of knowledge on the protection marketplace (income protection, life cover and critical illness) so you can ensure the customer gets the right product(s), at the best price.
  • Complete insurance applications and medical questionnaires.
  • Complete protection reviews to ensure that the customers needs are still being met.
  • Retention of customers that have fallen into arrears or policies have lapsed.
  • Negotiating with product suppliers for the best possible rates.
  • Keeping up to date with financial products and legislation.
  • Producing insurance quotes and issuing policy documentation.
  • Liaising with underwriters to ensure the best possible outcome for the client.

Experience you’ll gain

  • Exposure to whole of market insurance
  • Working with in a fast-moving FinTech
  • Working with in a mortgages and protection team

How you will be supported

  • 121’s
  • Training and development
  • Admin support
  • Leads provided

Qualifications & Experience you’ll have:

  • CeMAP or R05 or willing to work towards
  • Whole of market or large panel experience
  • Previous experience advising on income protection, life cover and critical illness
  • Strong verbal and listening communication skills
  • Ability to build rapport
  • Objection handling skills


Skills & Behaviours you’ll have:

  • Strong verbal and listening communication skills
  • Ability to build rapport
  • Objection handling skills

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Apply now

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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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