01244 950 304

Insurance & Protection Adviser

Posted: 30/10/2015

Location: Sealand Road Chester

Closing date for applications: 18/12/2015

Insurance & Protection Adviser
Simply Online Media - Chester
£24,000 a year - Permanent

A unique opportunity has arisen to join our specialist in-house insurance team.  With a basic salary and the opportunity to earn commission and bonus with no cap on earnings, you will have access to unlimited real time quality leads, meaning the earning potential is down to you as an individual.

£35k - £50k OTE

This is a new, and recently formed position, to provide our customers with the best possible end-to-end experience when taking out a protection product. The Main areas of focus will be Life and Critical Illness, offering a personalised comparison service.

The Role


Working on behalf of our brand SoSmart Money, the role is office based and you will be expected to provide over-the-phone advice for consumers UK wide. You will be working in an employed role as part of a team providing whole of market mortgage and protection advice on a fee free basis.

With a basic salary and the opportunity to earn commission and bonus with no cap on earnings you will have access to an unlimited amount of real-time leads meaning the earning potential is down to you as an individual.

Advisers are provided with dedicated administration support and a proven straightforward sales and compliance process enabling you to concentrate on servicing your customers and maximizing your earning potential.

Main Duties

  • Take real-time leads and seamlessly convert to on-risk clients
  • Ensure all company standards of advice are maintained
  • Meet required presentation and penetration protection standards
  • Demonstrate company values at all times
  • Keep up to date on industry markets
  • Work with administration team to see sales through from start to finish

Candidate Specification

  • Excellent communication skills including over the phone.
  • Knowledge of mortgage lender criteria.
  • Understand and demonstrate a compliant sales process.
  • Attention to detail.
  • Able to work well in a team.
  • 6 months advising direct to customer on protection products.
  • Good working knowledge of the protection markets.
  • A good team player who is self-motivated.
  • Possess a proven track record in life, critical illness and other protection products.


  • Minimum 5 GCSE’s A* - C in Maths, Science and English
  • Minimum of 2 A or AS Levels (or equivalent)
  • Minimum 12 months advising on a whole of market or panel basis
  • Minimum 12 months advising on a varied range of protection products, across a panel of providers
  • Experience with telephone based advice / sales
  • Full CeMAP, MAQ or CF1 and CF6 qualification, RO1 & RO5

Company Benefits

  • Generous salary.
  • 22 days holiday (rising to 26 after 2 complete years service) plus 8 bank holidays.
  • Regular progression and development reviews.
  • Death in service life assurance of 4 x basic salary.
  • Access to a childcare voucher scheme.
  • Free on site parking.
  • Social & Charity committee.
  • Employee wellbeing programme.
  • Company sick pay*
  • Access to a contributory pension scheme*

You can find out more information about our SoSmart Money brand by visiting the website sosmartmoney.co.uk

If you would like to have an informal chat about the above role, please contact:

Emma Wakley
Recruitment Advisor

Tel: 0161 465 1656

Apply for the role:

We will review your cv for the role and contact you shortly regarding the position

  • How do SoSmart Money make their money?
  • Which products can I compare with SoSmart Money?
  • Who are SoSmart Money?
  • Will I be contacted by other companies?

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