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Protection Advisor

Location: North Bristol
Posted: 22/07/2021

Salary: £25,000 (£50,000 - £60,000 OTE)
Job Type: Permanent

Job Title: Protection Advisor (Life Insurance, Critical Illness, and Income Protection)

Location: Bristol

Salary: £25,000 per annum (£50,000 - 60,000 OTE)

Hours: 37.5 per week (plus one Saturday morning shift per month)

Benefits: Income Protection, Monthly/Quarterly Incentives, Christmas Party in Berlin, and much more!

Holiday: 22 days (plus 8 statutory)


The Company

Candid Insurance Services (Candid) is an insurance business based in Clifton, Bristol. Part of a rapidly expanding pan European group with offices in Berlin, Paris, Amsterdam, and Zurich. Collectively, the group has sales of over £100M in the UK and European territories.

Candid operates several bespoke web assets focused on the provision of insurance services to UK mothers and fathers, these include:

Polly.co.uk – a site dedicated to the provision of life insurance to UK mothers

Tom.co.uk – a site dedicated to the provision of life insurance to UK fathers

Focused heavily on direct to consumer video advertising, Candid reaches its customers through innovative marketing channels linked to social and display advertising. Candid’s monthly advertising spend amounts to over £500,000 across the world’s largest online marketing platforms.


The Role

We are looking for people who are interested in equipping themselves with essential product and market knowledge to service those who need helping most, UK families. You will focus on establishing a strong relationship by building rapport with clients and provide a consultative service to ensure we offer the right product to each and every person who approaches us. You will be doing this as an advisor, and as an ambassador for two of the largest insurance brands on the market in Polly and Tom.

There will be targets, just like any sales job, but you will have the best platform on the market to work towards becoming a qualified advisor of protection insurance. We can offer training, development, and qualifications along the way to you becoming somebody who will help people protect their families on a daily basis. The opportunities with us will be endless, you just need to be ready to work hard and learn.



  • Call real-time enquiries to expand the client base
  • Interview prospective clients regarding their financial resources and commitments
  • Explain the features of various protection policies available to the potential client
  • Analyse existing insurance policies and suggest additions or changes to the client
  • Manage and prioritise sales opportunities to achieve your targets
  • Represent the Candid brands and conduct yourself in an appropriate manner
  • Maintain client records within the CRM system

Essential Skills and Experience

  • Possess excellent communication skills
  • Display good analytical skills
  • Provide excellent customer service
  • Possess excellent sales skills
  • Confident and driven to succeed
  • Organised and diligent