About the role
We’re looking for motivated Protection Advisers who are passionate about helping individuals, families and business owners put the right financial protection in place.
You’ll speak with clients to understand their circumstances and provide appropriate advice across areas such as life insurance, critical illness cover, income protection and relevant family or business protection needs.
This opportunity would suit an adviser who enjoys building relationships, generating new business and developing a long-term client bank.
Responsibilities
- Speak with clients to understand their circumstances, priorities and existing protection arrangements.
- Provide appropriate advice across life insurance, critical illness cover, income protection and relevant family or business protection needs.
- Explain recommendations clearly and deliver suitable, client-focused advice.
- Build long-term client relationships and develop new business through referrals.
- Develop and maintain a sustainable long-term client bank.
What we are looking for
- Confidence speaking with clients and building trusted relationships.
- A strong understanding of financial protection.
- Comfort developing your own business and referral network.
- A commitment to clear, suitable and client-focused advice.
- The ability to meet all applicable competency, regulatory and network requirements.
Benefits and package
- A self-employed, commission-based opportunity.
- Hybrid and flexible working.
- Membership of the Lilac Financial adviser community.
- Access to the wider support, systems and regulatory framework applicable to your role.
