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Permanent

Business Protection Advisor

Swansea
money-bag £30000 - £35000/annum plus commission
224804302
Posted 3 weeks ago

Business Protection Advisor

Location: Swansea
Hours: 10:00am - 6:30pm Monday - Thursday | 9:30am - 4:30pm Friday
Salary: -35,000 basic + generous commission structure
Job Type: Permanent

About the Opportunity

We are recruiting on behalf of a well-established and fast-growing Insurance Company seeking an experienced Business Protection Advisor to join its expanding team.

This is an excellent opportunity for a protection professional who is passionate about delivering strategic, consultative advice to business owners. The organisation takes a relationship-led approach, focusing on tailored commercial solutions rather than price-driven personal protection sales.

If you''re commercially minded, confident working with senior decision-makers, and motivated by performance and progression, this role offers strong earning potential and clear career development.

The Role

As a Business Protection Advisor, you will take full ownership of the client journey - from initial consultation and fact-find through to policy implementation and ongoing relationship management.

You will provide specialist advice to business clients on:

  • Shareholder Protection
  • Key Person Cover
  • Executive Income Protection
  • Relevant Life Policies
  • Group Risk & Employee Benefits

Clients are guided through an educational and strategic process, helping them understand the risks their business faces and how protection can support long-term continuity and growth.

Advice is delivered primarily via telephone and Microsoft Teams, with a strong emphasis on compliance, documentation, and delivering best client outcomes.

Key Responsibilities

  • Conduct detailed and compliant business protection fact-finds
  • Provide fully documented, client-focused advice and recommendations
  • Collect and verify policy documentation via approved systems
  • Present solutions confidently to directors and key stakeholders
  • Build structured employee benefits and group risk packages
  • Proactively generate new business opportunities
  • Manage renewals and maintain long-term client relationships
  • Adhere strictly to compliance frameworks and regulatory standards
  • Maintain up-to-date CPD and product knowledge
  • Contribute to the continued growth of the Business Protection division

About You

  • Proven experience advising on business protection (essential)
  • Strong technical knowledge of shareholder, key person and relevant life solutions
  • Comfortable engaging with high-net-worth individuals and senior leaders
  • Commercially driven with a proactive mindset
  • Highly organised with strong attention to detail
  • Excellent telephone and virtual communication skills
  • Motivated, ambitious, and committed to professional development
  • RO5 qualification desirable

What''s on Offer

  • -35,000 basic salary (experience dependent)
  • Attractive and competitive commission structure
  • Structured career progression pathway
  • Ongoing training and funded professional development
  • Supportive, collaborative working environment
  • Modern office setting in Swansea

This is a fantastic opportunity to join a growing Insurance Company that views protection as a strategic commercial solution rather than an add-on product.

If you''re ready to take the next step in your protection career and make a meaningful impact advising business clients, we encourage you to apply.

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