This is an exciting opportunity to train as a protection insurance adviser!

Future Proof is a multi-award winning protection specialist. We provide expert advice to clients who are looking to arrange life insurance, critical illness insurance, or income protection insurance on either a personal or business level.

We are currently seeking a highly motivated individual who wants to develop their career by working at one of the UK’s leading protection specialists.

Due to the recent acquisition of Future Proof Ltd by St. James’s Place Wealth Management plc, the UK’s largest financial services advisory firm, we are planning an exciting and sustained period of growth, which will offer many great career opportunities!

Key responsibilities

  • To provide expert telephone-based advice to clients from our prestigious offices in central Reigate
  • To keep abreast of product and market changes to ensure our clients are always receiving the best possible advice
  • To work closely with colleagues within the advice team to co-ordinate knowledge and share ideas
  • To work collaboratively with other departments to ensure excellent client outcomes
  • To achieve set business levels. All enquiries are in-bound, no cold calling or lead generation is required

Training & development

  • The ideal candidates will have previous experience within the protection sector or a similar/transferable skillset
  • Ideally, you will already be RO1 and RO5 qualified, however, if you’re not, we will provide you with the support you need to pass these exams within 3 months of joining up
  • You will be the type of individual who enjoys learning and is always looking for ways to develop your knowledge base

The successful candidate will be – 

  • An excellent communicator
  • Customer-focused, results orientated and positive
  • Self-motivated and have the drive to succeed in this rewarding and fast-paced environment
  • Able to demonstrate previous sales performance success
  • Organised and methodical
  • IT literate

Remuneration & perks

  • Starting Salary during probation (£24,000 – £26,000)
  • A bonus of up to £1,000 at the end of the probation period (6 months)
  • Salary after probation period £26,000 – £28,000 + bonuses (realistic year 1 OTE £30,000)
  • Salary rising to £29,000 – £31,000 after 15-18 months and appointment to Senior Adviser + up to 60% bonus. (Year 2 OTE £45,000 – £48,000)
  • Bonuses of up to 60% of your salary
  • 25 days holiday per year
  • 4 x death in service
  • Company pension scheme
  • Access to hundreds of free or discounted things like holidays, hotels, food and drink, activities, gyms, clothes, tech and more via Perkbox
  • 20% discount on your own life, critical illness and income protection policies

Please note this is a permanent role based in our office in Reigate with working hours on a shift basis of either 9 am-5 pm or 11 am-7 pm Monday-Thursday, with every Friday 9 am-5 pm.

Next steps

The role is full-time. *Due to Covid-19 this role will be based remotely, however, once it is safe to return, it will be based in our offices in Reigate (RH2 9AE).

To register your interest, please email lucy@futureproofinsurance.co.uk with your CV.

No recruitment agencies thank you.

Why not call us now for expert advice?

Call 0800 644 4468Mobiles call01737 336 990