Protection Advisor - 100% Remote
Meet the Protection Sales Team
We’re a growing team of 20 dedicated Protection Advisors, led by two experienced Sales Managers. Backed by a vibrant culture and a clear sense of purpose, we’re focused on delivering the right protection solutions for every client.
Our work spans Life Insurance, Income Protection, Critical Illness Cover, and Family Income Benefit. With access to a large panel of providers, we tailor each recommendation to suit individual needs—no off-the-shelf policies here.
All our leads come exclusively from our 70 Mortgage Advisors, so we’re always speaking to customers who are already engaged and open to advice. We collaborate closely, move quickly, and support each other every step of the way—making protection simple, personal, and effective.
How we work
We keep things flexible but structured to make sure we’re there when our customers need us.
Our Protection Advisors work a 39 hour week, on 3 shift patterns to align with our opening hours and a 1 hour lunch break. You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)
- Early - 9am-6pm
- Mid - 10am-7pm
- Late- 11am-8pm
- Fridays - 9-4.30 (30 minute lunch break)
What will you be doing?
- Picking up live transfers and pre-booked calls from our fantastic team of Mortgage Advisors
- Arranging protection reviews with our customers both new and existing, by contacting them and helping them to recognise the need for protection products.
- 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 products at the best price.
- Complete Insurance applications and medical questionnaires
- Keeping up to date with financial products and legislation
- Producing insurance quotes and issuing policy documentation and Liaising with underwriters to ensure the best possible outcome for the client.
What do we need from you?
- A minimum of 2 years previous experience in an advised Protection role with knowledge of income protection, life cover and critical illness products.
- CeMAP, CertPro or R05 - or a willingness to work towards and achieve this in your first 3 months of employment (self-funded).
- You’ll need to have whole of market (WOM) or large panel experience
- Strong verbal and listening communication skills is essential
- We are people people, and that's what our customers love. You’ll need a strong ability to build rapport as well as being skilled and well-versed in handling objections
What's in it for you?
What’s in it for you?- Fully remote – Work from anywhere in the UK
- Competitive salary – We pay fairly for top talent, with clear progression as you grow
- Performance-based bonuses – Your results = your rewards
- 25 days holiday + bank holidays – Time to rest, recharge and come back swinging
- Personal development – From courses to coaching, we invest in your growth
- Wellbeing support – Mental health resources, wellness perks, and a genuinely supportive culture
- Good vibes – Regular (virtual) hangouts and fun stuff to keep us connected
- In person social events – Summer Socials and a Christmas Party!
- Career progression – We’re growing fast, and we bring our people along with us