Protection Adviser at Zeo Finance Ltd
Northwich CW8 4DE, , United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

20 Nov, 25

Salary

60000.0

Posted On

20 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Building Trust, Cemap, It

Industry

Marketing/Advertising/Sales

Description

JOIN OUR TEAM AS A PROTECTION ADVISER AT ZEO FINANCE

Position: Protection Adviser
Teams: Zeo Mortgages & Zeo Protect
Location: Hybrid (Cheshire office & remote)
Salary: Competitive base + uncapped commission (OTE £40k–£60k+)

How To Apply:

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Responsibilities

As a Protection Adviser at Zeo Finance, you’ll work side‑by‑side with our mortgage team to provide expert advice on protection products including Life Insurance, Critical Illness Cover, and Income Protection. You will:

  • Handle warm leads from our mortgage advisers and incoming customer enquiries
  • Conduct protection needs assessments using plain-language explanations
  • Recommend and quote appropriate protection cover aligned with client needs
  • Complete applications and medical questionnaires, liaising with insurers throughout
  • Maintain FCA-compliant records and ensure excellent customer service

Full support provided by a directly authorised firm including leads, using all available software including OMS, compliance support through Paradigm and everything else you need so you can concentrate on what you do.

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