Protection Advisor (Sales)

Bolton, £18,000 - £50,000 Permanent
Reference: P8JOB4082 | Specialist area: Sales | Sector: Insurance

£18k - £20k + Commission (OTE £50k-70k )

We are currently recruiting for Protection Advisor / Insurance Sales Consultant for a leading Life Insurance Broker.

What’s involved:

• You will be managing a pipeline of your own clients who have been pre-approved by their lead generating firm
• Working with a panel of approved insurer's including Vitality, AIG, Aegon, Legal + General, Zurich Insurance, Royal London and more
• Carrying out Customer Due Diligence checks (CDD) on your customers and completing the full 'advised' sales process with each of your customers.
• Underwriting the full policy with the customer through an in-depth fact find; ensuring you are gathering all details regarding the customer to prove suitability and affordability
• Recommending the most appropriate policy to the customer based on their requirements and outlining all facts to the customer to ensure they understand the policy. We are looking for the best sales advisors.


• Good credit i.e. (no CCJ’s, no bankruptcy charges)
• For our internal DBS checks you would need to have the following:

- Photo ID (Driving License, Passport)
- Proof of address (Utility bill, Council Tax statement)
- UK Bank account (for our internal DBS checks)

• Ideally you will have worked in financial services sales for a minimum of 12-24 months on an ‘advised’ basis
• You must have worked towards sales targets and must be able to provide evidence of your key sales achievements
• Money motivated & career driven individuals, and a consultative based approach towards selling
• You ‘MUST’ work towards FCA’s regulated guidelines and ensure you are recommending the MOST appropriate product to the customer

Hours: Monday – Friday 12PM – 20:00PM / Friday 10AM – 15:00PM

Due to the amount of applications we receive, unfortunately we are not able to give feedback to all candidates, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. We will hold your details on our database and consider you for future opportunities, unless you instruct us otherwise. Good luck with your job search. Many thanks - Pyramid8 Ltd.

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