Trainee Protection Insurance Adviser

Trainee Protection Insurance Adviser - Self Employed

Location: Hammersmith, London / full time office based

The Role

Are you ready to launch your career in the protection insurance sector? Do you want to be part of a fast-growing, industry-leading company with unlimited earning potential?

Capricorn Financial is the largest independent mortgage brokerage in London, with a strong international presence in Singapore, Hong Kong, Shanghai, and Dubai. We are looking for a motivated Trainee Protection Insurance Adviser to join our dynamic team.

In this self-employed, commission-only sales role, you’ll advise clients on protection insurance, working alongside HNW and UHNW clients, and collaborating with over 150 of London’s top estate agents and property developers.

Key Responsibilities

• Provide expert advice on a range of protection insurance products to clients.
• Handle leads generated by our large team of mortgage advisers.
• Manage relationships with Capricorn advisers who will be your introducers, helping you receive quality leads.
• Convert business from warm leads into protection insurance sales.
• Work closely with clients to understand their needs and recommend appropriate solutions.
• Continuously develop your skills and qualifications to progress into a specialist or management role.

The CompanyCapricorn Financial is a leading name in the UK’s commercial finance sector. With over 20 years of experience, we are trusted by high-net-worth clients and offer unparalleled growth potential. Our network includes some of the top estate agents, property developers, and international introducers. As part of our team, you’ll benefit from exclusive leads, extensive support, and cutting-edge technology.

Why Capricorn?

• No cold calling: Receive a steady flow of hot leads and the opportunity to convert business for products that clients already need.
• Competitive earnings: Earn £1,000 for every policy sold, with no cap on your income.
• Access to a wide range of protection products through Openwork, one of the UK’s largest financial advisory networks.
• Extensive training and support to help you develop your skills and knowledge.
• Work in a fast-paced, vibrant office alongside industry experts.
• Opportunities for career development, including the possibility to transition into specialist or management roles over time.

The Person

• Previous experience in sales is desirable but not essential.
• Knowledge of the UK protection insurance market or a similar field would be an advantage.
• Excellent communication skills, both verbal and written.
• Ability to manage multiple tasks and meet deadlines.
• Confident, resourceful, and proactive with a hunger to succeed.
• Strong attention to detail and the ability to work effectively in a fast-paced environment.
• RO5 qualification required before joining (can apply without it but must obtain prior to start).

Realistic Earnings Potential

• Year 1: £30,000 - £50,000
• Year 2: £80,000 - £120,000
• Year 3: £150,000+
• Year 4: £175,000+

If you’re looking for an exciting, high-earning opportunity in the protection insurance field, apply today!