Protection Consultant

Lloyds Bank plc; Bristol; Hybrid; GBP 32,000 - GBP 35,000; Full time

Job summary

A leading financial services company based in Bristol is seeking a Protection Consultant to join its Cavendish Online team. The role involves guiding customers through various protection solutions while achieving sales targets in a hybrid work setting. Ideal candidates will have a proven track record in B2C sales, exceptional communication skills, and a customer-first mindset. The company offers a competitive salary and a range of employee benefits, fostering an inclusive work culture.

Benefits

Generous pension contribution

Share schemes

Discounted shopping

24 days' holiday plus bank holidays

Wellbeing initiatives

Qualifications

• Demonstrable experience in a target-driven B2C sales environment.
• Minimum of 12 months' experience exceeding sales KPIs.
• Ability to build trust and guide customers confidently.

Responsibilities

• Guide customers through a range of protection solutions.
• Build strong relationships with customers.
• Achieve and exceed individual performance targets.

Skills

Sales conversion rates

Exceptional communication

Customer-first mindset

Attention to detail

Team player

Job description

**End Date**Monday 23 February 2026**Salary Range**£32,395 - £34,100**Flexible Working Options**Hybrid Working, Job Share**Job Description Summary**see details below**Job Description****JOB TITLE:** Protection Consultant (Core Team) Cavendish Online**SALARY:** £33,000 (£66,600 OTE)**LOCATION:** Bristol Harbourside**HOURS:** Full‑time – 40 hours**WORKING PATTERN:** Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites (Monday–Thursday 9:45am–7:00pm | Friday 9:45am–6:00pm)**About this opportunity**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 cultureThis 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.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 policiesApply today and find out more!**At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.****We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.****We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.**With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.