Protection Consultant

Lloyds Banking Group • Full-time • Bristol, UK • £33.20k - £34.95k / year • 1d ago

JOB TITLE: Protection Consultant – Cavendish Online
SALARY: £33,203 (OTE £56,000)
LOCATION: Bristol Harbourside

HOURS: Full-time – 40 hours (Monday to Thursday 9.45am-7pm and Friday 9.45am-6pm)

WORKING PATTERN: Our work style is Hybrid, which involves spending at least two days, or 40% of your working week, in our Bristol office. This will be agreed by your Line Manager.

This advertisement may close earlier than the stated deadline if we receive a high volume of applications. To ensure your application is considered, we encourage you to apply as soon as possible.

About this opportunity

Do you enjoy building relationships with customers and colleagues and enjoy working in a professional sales environment? Then there's a role here for you!

We’re looking for an experienced and motivated Protection Consultant to join our growing Cavendish Online team.

You’ll thrive in a professional sales environment with High‑quality inbound leads (no cold calling), value doing the right thing for customers, and build a long‑term career with a market‑leading business.

You’ll be responsible for guiding customers through a range of protection solutions — taking the time to understand their circumstances and providing clear, ethical and compliant information that genuinely protect what matters most to them. Day to day, you’ll be:

Speaking with customers who are actively seeking protection products
Building strong, trusted relationships through professional and empathetic conversations
Identifying customer needs and providing appropriate protection solutions
Consistently achieving — and exceeding — individual performance targets and KPIs
Maintaining exceptional attention to detail, ensuring all information and documentation is accurate and compliant
Working collaboratively with colleagues and contributing to a positive, high‑performance team culture

This is a pivotal role within a high‑performing team, offering excellent earning potential, structured development and progression within a business that is proud of its reputation.

About Us

Cavendish Online is a highly respected, award‑winning protection broker, trusted by thousands of customers each year. Known for our integrity, long‑term customer focus and extremely high standards, we don’t chase volume for volume’s sake — we deliver products that genuinely make a difference.

Our customers already trust our brand and are actively seeking insurance, allowing you to focus on quality conversations, needs‑based sales and outstanding outcomes, rather than cold calling or hard selling.

What you’ll need

Demonstrable experience working in a target‑driven B2C sales environment, ideally within a financial services setting or selling financial products.
A minimum of 12 months’ experience consistently achieving and exceeding KPIs, including: Sales conversion rates across financial products (e.g., loans, credit, insurance, protection) Revenue generation and product‑specific sales targets
Exceptional communication skills, with the ability to build trust quickly and guide customers confidently through their protection options.
A genuine, customer‑first mindset and high ethical standards
Highly organised and proactive, able to manage multiple priorities and maintain momentum in a fast‑paced, target‑driven environment.
Strong attention to detail, ensuring accuracy and compliance when working within a heavily regulated financial services environment.
Openness to feedback and a desire to continuously improve
A team player who positively influences others and shares knowledge

Training & Support

We are committed to your success from day one, you will receive full comprehensive full‑time training for your first 3 weeks (Bristol office‑based)
Ongoing coaching, feedback and development once competent.

About working for us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need

We also offer a wide-ranging benefits package, which includes;

A generous pension contribution of up to 15%
Share schemes including free shares
Benefits you can adapt to your lifestyle, such as discounted shopping
24 days’ holiday, with bank holidays on top
A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive?

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