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Business Protection Adviser

Posted 6 March by LeadStream Recruitment Easy Apply Ended

We are looking for a talented Business Protection Adviser, to work on an advised basis, alongside a team of current Advisors in our Business Protection team, selling Keyman, Shareholder Protection and relevant life insurance to our clients. We are committed to providing our clients with expert advice and excellent service.

We're looking for an individual with energy, enthusiasm, and a desire to build a successful career in a lively and stimulating team environment. You will need to be a hungry and motivated financial sales individual, and we’d love to talk to people that can confidently put ticks against most of the points below:


  • Converting incoming leads into sales within the Business Protection Insurance market.
  • Acting as a point of contact for business prospect, establishing effective relationships
  • Achieving new business levels in line with agreed targets
  • Identifying and developing new business opportunities as and when they arise
  • Updating and maintaining records accordingly
  • Working closely with relevant support teams to provide an excellent level of customer service
  • Guide and deliver all options to the client whilst adhering to TCF


  • A proven record of accomplishment
  • A minimum of 1 years’ experience in a regulated sales environment or Life Insurance
  • Proven knowledge on Life Insurance products
  • Excellent communication skills and a strong rapport builder within the marketplace
  • Knowledge of FCA regulation and compliance procedures
  • Confident in your approach to negotiating, objection handling and closing deals
  • High achieving Life Insurance Adviser
  • People person - approachable, fun & motivating
  • Some experience dealing with SME business owners (desirable)

Job Type: Full-time

Required skills

  • Banking
  • Insurance
  • Sales

Reference: 34622002

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