Life & Business Protection Advisor

Milton Keynes Source: WhatJobs

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Christie Insurance is a forward-thinking Insurance Brokerage and proud member of a Christie Group plc delivering specialist sector expertise and trusted, personalised support to clients across the UK. In partnership with Christie & Co and Christie Finance, we offer a truly integrated solution—facilitating business sales, securing tailored funding, and providing insurance services that safeguard our clients’ futures.

Our team is driven, ambitious, and passionate about delivering results. We are driven by a passion for sales, offering a dynamic and fast paced environment where you can thrive and achieve uncapped commission. The leads to drive the new business are from our internal networks with the full details you require including their key financial details, this enables you to have a meaningful conversation from day one- as the client progresses during the purchase of their business, there is no need for cold calling/ database farming meaning higher conversion rates. Christie Insurance is more than just a workplace—it’s a launchpad for your career.

Here, your voice matters. We foster a collaborative environment where ideas are welcomed, and you can actively shape the direction and success of the business. As an independent brokerage, we offer unmatched access to professionals across our sectors, empowering you to make a real impact while building a rewarding career. You'll be part of a growing team of experienced consultants and brokers committed to excellence in business and life insurance.

We are looking to recruit a new member to support our strategic growth plans in the Life & Business Protection team. If you are passionate about helping business owners secure their futures and thrive on building relationships with a high-performing team that values expertise, autonomy, and ambition, Christie Insurance is the place to make your mark.

The Role

We are looking for a Life and business protection consultant to generate and manage new business through warm leads gained from our sector specialists within Christie & Co and Christie Finance. You will manage client relationships, ensure tailored coverage solutions while maintaining compliance and profitability.

This role is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys the challenge of growing a book of business and converting existing clients.

Responsibilities

In this role you will:

Provide strategic advisory on Life, Key Person, and Business Loan Insurance, alongside Shareholder Protection, to fortify business resilience and mitigate critical operational risks for clients
Close sales and ensure policies are set up in a timely manner
Build long term relationships internally with colleagues within Christie & Co and Christie Finance
Identify opportunities for upselling, cross selling and growth
Keep ahead of industry, product and regulatory changes

What we are looking for

The suitable candidate for this role would bring:

Experience in providing strategic advisory services for Life Insurance solutions, including Key Person Insurance, Shareholder Protection, and Employee Benefits, with a primary focus on the SME sector
A well-founded understanding of the fundamentals of Insurance and its legal context and operation of the Insurance marketplace
A proven track record of maintaining strong conversion rates in quoting and selling to new and existing clients
A strong understanding of Life Insurance, business protection products and other solutions designed to safeguard assets, manage debt and secure income.
Professionalism, with an engaging and friendly manner maintaining a client-led approach
Strong relationship building, influencing and team building skills
Ability to use software for statistical analysis and predictive modelling
Have a CII Certification (R05) or be working towards one

What we can offer you

25 days of annual leave plus bank holidays
Holiday carryover & additional Christmas leave
Company sick pay
Learning and Development opportunities including paying CII membership and all relevant costs.
Life assurance
Employee wellbeing assistance via Plumm
Cycle to work scheme
Healthcare, Gym and Lifestyle Discounts
Digital GP
"Recommend a Friend" employee referral bonus
Enhanced family friendly leave