Protection Sales Manager
17 hours ago
Southampton
Are you an experienced protection sales professional ready to step into a leadership role? John Charcol is looking for a Protection Sales Manager to join our Protection team, based full-time at our Southampton office. Location: Southampton (full-time office-based, with occasional travel to London and other UK sites) Department: Protection Reports to: Protection Sales Director About the Role You'll be responsible for the management and development of a protection sales team, driving performance and helping advisers reach their full potential - all while upholding the highest compliance and customer service standards. What You'll Be Doing • Running daily team catch-ups to plan the day, review sales performance, and work through lead numbers, FF numbers, and problem-pot cases., • Weekly check-ins with the Protection Sales Director to review team performance and escalate adviser concerns., • Setting team sales targets and actively driving revenue growth across Protection, Wills, Wealth Referrals, and PMI., • Conducting monthly 1-2-1s, performance improvement plans, and regular call listening with feedback., • Managing interviews and onboarding for new team members., • Monitoring NTU data to identify reinstatement opportunities and prevent recurrence., • Managing 4-year renewal campaign data to ensure clients are contacted within the renewal window., • Handling complaints from referring advisors, admin, or clients., • Building strong relationships with Operations, EST, Marketing, Compliance, and HR to improve business efficiency., • Managing HR matters including probation, absence, disciplinary, and performance improvement policies., • Producing regular management information and reports., • Championing John Charcol values and embedding a strong, supportive team culture., • Upholding FCA Consumer Duty by placing customer best interests at the heart of every decision. What We're Looking For • Minimum two years of proven advised protection sales experience in a regulated financial services environment, • Attained Competent Adviser Status in a current or previous role, • Demonstrable experience managing and coaching a sales team in a regulated environment, • Strong understanding of the FCA regulatory framework, Consumer Duty, and T&C requirements, • Excellent communication and presentation skills - both written and verbal, • Ability to interpret MI and translate insights into actionable team development priorities, • Strong time management and accuracy under competing demands, • Proven relationship-building skills with internal introducers, lenders, and providers, • An enthusiastic coach and motivator with a genuine desire to develop others Key Competencies Leadership · Developing People · Team Player · Results Orientated · Commercially Astute · Client Focused · Relationship Building · Strategic Thinking · Adaptability · Assertive and Confident · Accuracy and Attention to Detail Performance is measured against: Team business targets, individual adviser target/learning curves, KPIs including BZW, On Risk, NTUs and Clawbacks, T&C requirements, and goals set by the business. What we offer: • Competitive salary with OTE potential £65,000-£69,000 including a base salary of £45,000, • Critical illness cover, • Private medical insurance (upon successful completion of probation), • Discounts on fees for mortgages. Interested? Apply via LinkedIn or reach out directly. We'd love to hear from you. #ProtectionSales #SalesManager #FinancialServices #JobOpportunity #Southampton #JohnCharcol #Hiring #InsuranceJobs #ProtectionAdviser