Insurance & Protection Advisor

We are a fast-growing Mortgage and Secured loan Brokerage in the centre of Sheffield and are looking to add an experienced Protection Advisor to our team. The key task of the Advisor is to speak with a constant flow of mortgage clients to discuss and arrange suitable protection solutions to meet their needs. 

Salary DOE + Uncapped Bonus

37.5 hours p/w


  • You will be responsible for handling all protection leads from existing mortgage clients  
  • Contacting and following-up customers by telephone via our CRM
  • Achieving and exceeding agreed monthly sales targets
  • Completing accurate fact finds and offering compliant advice from our whole of market provider panel.
  • Ensuring highest compliance procedures adhered to.
  • Maintain accurate records and data protection awareness.
  • Maintaining good product knowledge
  • Willing to multi-skill into other areas of the business

About you

  • Experience in Protection sales arena.
  • Worked on outbound sales campaigns
  • Worked in a targeted environment
  • Motivated by unlimited bonus potential
  • IT literate with good PC skills
  • Good understanding of financial services products.
  • Tenacious attitude with a willingness to work flexibly to achieve targets
  • Able to pass financial & CRB check.

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