Insurance Broker
SKILLS
FULL DESCRIPTION
Insurance Broker
[Employer hidden — view at passion-project.co.uk] is seeking a motivated Insurance Broker / Protection Specialist to provide tailored protection advice to individuals, families and company directors. This hybrid role involves consulting with clients, providing advice, preparing quotes, and ensuring compliance with regulations. The successful candidate will have experience in insurance sales, strong communication skills, and the ability to meet sales targets.
About the Role
Role: Insurance Broker / Protection Specialist [Employer hidden] are delighted to be working with a growing brokerage in Essex, seeking a motivated Insurance Broker / Protection Specialist to provide tailored protection advice (Life, Critical Illness, Income Protection, Home/Buildings & Contents) to individuals, families and company directors. You’ll thrive in a fast-paced, target-driven environment, delivering outstanding service while helping clients secure financial peace of mind. This role is hybrid working role.
Responsibilities: Consult with clients to understand their protection needs, lifestyle and financial goals Provide whole-of-market or panel-based advice across Life, CI, IP and Home/Buildings & Contents insurance Prepare quotes, comparisons and clear recommendations aligned to client requirements Ensure full compliance with FCA/network guidelines and internal procedures Maintain strong product knowledge and keep up with industry changes Build long-term client relationships through exceptional service and timely follow-up Achieve and exceed personal and team-based sales targets and KPIs Maintain accurate records; submit applications via CRM and insurer portals Handle policy amendments, renewals and post-sale client queries
Requirements: 1–2+ years’ experience in insurance, financial services or protection sales (ideally advised) Strong knowledge of Life, Critical Illness, Income Protection and Home insurance products Excellent communication, rapport-building and objection-handling skills Target-driven, self-motivated; able to work independently and as part of a team Familiarity with FCA requirements and working in a regulated environment Confident using CRM systems and insurer portals CeMAP, R05 or equivalent qualifications (or ability to trade)
Benefits: Competitive base salary with generous commission structure Access to high-quality, warm leads from established mortgage businesses Ongoing training, CPD and support from experienced team leaders Clear career progression and support towards industry qualifications Flexible working options (office-based/hybrid subject to experience) Supportive, team-oriented culture focused on integrity and customer outcomes Pension Competitive Holiday Entitlement HR & Wellbeing Services Company Events / Mentoring & Coaching Hybrid
Salary: £30,000–£35,000 base + commission [OTE £75,000+]
If you are a motivated individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your CV and apply.