Your mission
The Role
We're hiring a Protection Training & Development Manager to improve protection outcomes across Pivotal by developing advisers, leaders and businesses through coaching, training and performance consultancy. Success is measured not by sessions delivered, but by improvements in protection penetration, revenue per adviser, case quality, client outcomes, adviser confidence and business partner engagement.
Key Responsibilities
- Training: design protection curriculum, deliver workshops and masterclasses, run new adviser induction, leadership development and the Business Protection Academy
- Coaching: one-to-one and call coaching, AI review sessions, performance improvement plans
- Performance consultancy: visit partner firms to observe advisers, analyse performance, identify capability gaps and support development plans
Success Measures (12 months)
Increased protection penetration, higher average premium per case, better adviser competency and QA scores, stronger provider engagement, and measurable commercial uplift attributable to training.
Your profile
What Great Looks Like
- Protection technical expert - deep knowledge across life insurance, critical illness, income protection, business protection, trusts, underwriting, taxation, provider propositions and Consumer Duty
- Commercially driven - reads conversion, penetration, income and KPI data to diagnose why a business is underperforming on protection
- Exceptional coach - observes, questions, challenges and builds accountability rather than just telling; conversation analysis tool experience (e.g. Zoom Revenue Accelerator) a plus
- Builds structured learning journeys - from foundation training through accreditation, advanced and business protection, leadership development and ongoing coaching
- Data driven - uses MI, CRM, QA and call scoring to target interventions
- Industry credible - ideally a former high-performing adviser, sales manager, protection leader or proposition manager people will trust
Experience We'd Ideally Look For
- 5+ years in protection, with leadership and training delivery experience
- Coaching qualification desirable
- Good understanding of FCA expectations
- Experience creating learning content and presenting to large audiences
Why us?
Culture
We're a people-first business where colleagues excel, grow and feel genuinely valued. Our entrepreneurial partners lead award-winning teams delivering exceptional advice with speed, precision and care. We're obsessed with the client experience, naturally curious, and never stop striving for better.
About us
Pivotal is the UK’s leading mortgage and protection advice group. Backed by LSL and Pollen Street Capital, we’ve rapidly built a nationwide network of industry-leading specialist teams with over 1,000 talented people – together delivering annual revenues exceeding £100 million. Our scale is matched by our specialism. Pivotal’s advisor teams cover every corner of the market – from mainstream residential to second charge, commercial, bridging, buy-to-let, landlord, protection, and home insurance.
Our brands include Embrace Financial Services, First2Protect, Lifetime Finance Group, Grange Mortgage & Protection Services, The Buy to Let Broker, The Loan Partnership, John Charcol, Believe Money, and many other specialist mortgage, lending, protection and insurance businesses across the UK, giving us unrivalled expertise across every corner of the market.
