Senior IFA Protection Consultant

Working hours: This role is available on a part-time, job-share or full-time basis.

Location: Scotland/Hybrid – Please note this role will cover the sales region across Scotland. Periodic travel to our Swindon office is also required

Closing date for applications: 24th July 2026

The opportunity: 

An exciting opportunity has arisen for a Senior Protection Consultant, supporting a panel of intermediary firms to create, develop and maintain relationships to exceed sales targets.  Developing these relationships to drive increases in our market share. 

This role is predominantly desk based using telephone and virtual communication, along with approximately 20% of time in the panel’s region to support the overall Zurich Distribution strategy (3-4 days a month).

You’ll need to be flexible and adaptable, working between home, office and field as your panel demands. There may be potential occasional overnight stays in region and at events if the business need arises. 

Many of our employees work flexibly in a variety of different ways, including part-time, flexible hours, job share, an element of working from home or compressed hours. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time. Please talk to us at interview about the flexibility you may need.

What will you be doing? 

As Senior Protection Consultant you will:

• Create, develop, and manage relationships with intermediaries to promote Zurich and drive protection sales via phone and regular face to face interaction
• Support key firms and strategic partners to drive better interaction and target market share growth
• Support UK wide roadshows in stand and small audience presenter slots when required, primarily in your region.
• Understand responsibilities associated with FCA membership including topical industry changes such as fair value, consumer duty and cost of living, and how it impacts firms and creates protection opportunities
• Be at the leading edge of understanding the marketplace and industry developments when dealing with distributors
• Improve and update product and market knowledge and apply it appropriately
• Use of and optimising opportunities from analysing excellent MI
• Develop your strategic account management strategy

What are we looking for?

The ideal candidate will be:

• A motivated, resilient, and enthusiastic individual who wants to make a difference as part of a team
• Have experience in the insurance, protection, or sales industry with some experience in presentations
• An effective communicator, both on the telephone and face to face, as well as superior organisational and diary management skills
• have passed the R05 Exam (or equivalent)

What will you get in return?

Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.

Follow the link for more information about our benefits - Employee benefits | Working at Zurich Insurance UK

As an inclusive employer we want to ensure that all candidates feel comfortable and are able to perform at their best during the interview. You’ll have the opportunity to let us know of any reasonable adjustment or practical support needed when you apply.

Who we are:

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people and our planet.

With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.

We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.

If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. Be part of something great.

Our Culture:

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So, make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us. 

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