Business Protection Advisor

About the role

We are seeking a Business Protection Advisor to join our remote team, providing expert advice on business protection products such as key person, shareholder, executive income, loan protection and life cover. The role involves occasional travel to client sites and our offices in the Southwest of England.

Key responsibilities

• Generate new business income by acquiring new clients, converting leads from introducer partners and self‑generated opportunities.
• Maintain high customer satisfaction measured through internal and external surveys.
• Manage relationships with lead generation, customer service, and insurer account teams.
• Collaborate with employee benefits colleagues to identify referral opportunities.

Required profile

• Experience in the Financial Services market with a focus on Business Protection.
• Minimum of CII Cert C – RO5 or willingness to study towards the qualification.
• Proven track record of converting enquiries into sales.

Required skills

• Knowledge of business protection products and underwriting criteria.
• Strong relationship‑building and communication abilities.

What we offer

• Supportive, experienced team environment.
• Opportunities for professional development and qualification support.