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About the Role
Role: Insurance Broker / Protection Specialist
Proper Recruitment 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.
Apply Now
Ready to take the next step in your career? Submit your application now by filling out the form below. We’re excited to hear from you, don’t miss this opportunity to join a fantastic team and make a difference!