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Protection Adviser



Posted over 30 days ago...


Join Moneybox as a Protection Adviser and become a hero in someone's home-buying journey


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Moneybox is on a mission to transform the home-buying experience, making it less daunting and more accessible. By joining our team, you'll be at the forefront of helping customers secure their dream homes with the financial protection they need. As a dynamic and innovative company, Moneybox is the perfect place to grow your career and make a significant impact in the lives of homebuyers.

  • Provide tailored protection advice to customers.
  • Guide customers through the mortgage application process.
  • Meet monthly revenue targets by conducting thorough protection reviews.
  • Collaborate with other teams to ensure a seamless customer experience.
  • Maintain high standards in a regulated environment, meeting all service, quality, and risk requirements.
  • Qualified Protection Adviser with 5+ years of experience.
  • Ambitious, customer-focused, and excellent communication skills.
  • Experience advising from a panel of protection providers.
  • Knowledgeable in Income Protection, Critical Illness cover, Life cover, and Family Income Benefit.
  • Hold CeMAP qualification and Competent Adviser Status.
  • Skilled in insurance applications, medical questionnaires, and liaising with underwriters.
  • Willingness to work evening and weekend shifts.

We know that the process of buying a home can feel incredibly daunting, so as part of our mission we are looking to grow our team of protection advisers to help more of our customers go from saving for their deposit to owning their dream home and feeling confident that they have the right cover in place to remain in that home no matter what life throws at them. 

We’re looking for a Protection Adviser with a passion for improving the home-buying journey and helping to demystify the world of mortgages. You’ll be a critical part of Moneybox, helping our customers make one of the most exciting financial decisions of their lives

What you'll do

Provide professional and personalised protection advice to Moneybox customers Guide customers through the mortgage application process and help them from their first step to their doorstep! Consistently meet monthly revenue targets by conducting protection reviews with our mortgage customers helping them understand the need to protect their mortgage and family from the risks of sickness, critical illness or death Continuously look for ways to improve customer experience and journeys Work with other teams, such as our Mortgage Advisers, Home-buying Qualifiers and Administrators, to ensure smooth handovers and a seamless customer handover Meet quality assurance, service and risk targets in a regulated environment

Who you are

You’re a qualified Protection Adviser with a passion for helping customers with their protection and insurance needs You are driven and ambitious, looking to build your career at an exciting, fast growing company You have experience with advising from a panel of protection providers  You are passionate about improving the home-buying experience for first time buyers You have a high level of empathy and go above and beyond for customers You have excellent verbal and written communication skills You are flexible to work evening and weekend shifts 

Experience and Skills

You will have 5+ years provable experience within a protection broker role You will have a comprehensive knowledge of the protection market, with experience and knowledge of recommending Income Protection, Critical Illness cover, Life cover and Family Income Benefit Experience recommending protection from a panel of providers You will be CeMAP qualified and hold Competent Adviser Status Experienced with completing insurance applications, conducting medical questionnaires and liaising with protection underwriters to ensure the best possible outcome for customers.  The ability to apply risk management policies and procedures



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