Business Protection Advisor

Everywhen

2d•Remote

About The Position

Everywhen is seeking an experienced and motivated Business Protection Advisor to join its growing team. The role is predominantly remote, with occasional travel to meet clients and attend offices across the Southwest of England. The advisor provides guidance on business protection, including key person protection, shareholder protection, executive income protection, loan protection and relevant life cover. The role focuses on understanding client needs and recommending products and services that deliver value, long-term protection and a strong customer experience. The successful candidate will work with a supportive, experienced team and contribute to client loyalty and business growth.

Requirements

Experience in Financial Services, with business protection experience or strong working knowledge of the sector.
A minimum of Cert CII R05 qualification, or commitment to working towards it.
A proven track record of converting enquiries into successful business outcomes.
Strong relationship-building skills and experience working with clients, insurers, providers and internal stakeholders.
Excellent negotiation and influencing skills, with clients’ best interests at heart.
Strong verbal and written communication skills, including the ability to explain complex solutions clearly and confidently.
Confidence working independently while also being a collaborative and supportive team member.
Proficiency in Microsoft Office applications.

Responsibilities

Generate new business income through acquiring clients, primarily by converting leads from relationships with key introducer partners within Ardonagh, as well as through self-generated opportunities.
Achieve customer satisfaction measured through internal customer satisfaction surveys and Investors in Customers surveys or equivalent external measures.
Manage relationships with the company’s lead generation and customer service teams, and with account management personnel at insurers and other providers.
Work with colleagues across employee benefit teams to identify opportunities for onward referrals.
Work with the manager to develop personal objectives.