Jack Phelps
London,
Summary
Self-employed Senior Protection Adviser with over 10 years’ experience across insurance broking and financial protection generating over £500,000 of income in 2025. Commercially driven, with a proven ability to build, manage and scale a highly profitable advisory business. Extensive knowledge across all areas of personal and business protection, combined with exceptional productivity, strong introducer relationships and full ownership of the client journey from initial enquiry to policy placement and ongoing servicing.
Overview
11
11
years of professional experience
7
7
years of post-secondary education
Work history
Senior Protection Adviser
Capricorn Financial (Self-Employed)
2023.01 - 2026.03
- Managed the full client process from enquiry to policy placement and aftercare.
- Regularly placed 40–50 live policies per month.
- Generated over £500,000 in commission in 2025 alone.
- Dealt with over 25 different introducers at any one time.
- Advised on Life, Critical Illness, Income Protection, Family Income Benefit and Business Protection.
- Recruited and managed an administrator to scale the business.
- Implemented introducer account management to improve lead quality and conversion.
- Handled complex underwriting and high-value protection cases.
Account Handler
Alan & Thomas Insurance Brokers
2018.01 - 2022.01
- Full support to company commercial director to manage existing book of business and new prospects.
- Managed client enquiries, mid-term adjustments and policy administration.
- Developed strong client communication skills.
- Full support to company commercial director to manage existing book of business and new prospects.
Administration Assistant
Alan & Thomas Insurance Brokers
2015.09 - 2018.01
- Complied carefully with procedures, upheld standards of quality administration.
- Facilitated smooth running of daily operations through diligent calendar management.
- Communicated professionally with clients, cemented positive relationships.
Education
Gillingham School
Dorset 2008.09 - 2015.07
Skills
- Self-employed advisory business management
- Protection advice: Life, Critical Illness, Income Protection, Family Income Benefit, Business Protection
- Full end-to-end client process ownership
- High-volume case placement and pipeline management
- Introducer relationship and account management
- Lead quality improvement and conversion strategy
- Complex underwriting and medical disclosures
- FCA compliance and suitability reporting
- Recruitment, management and delegation to support staff
- Strong commercial awareness and revenue focus
References
References available upon request.
Timeline
Senior Protection Adviser
Capricorn Financial (Self-Employed)
2023.01 - 2026.03
Account Handler
Alan & Thomas Insurance Brokers
2018.01 - 2022.01
Administration Assistant
Alan & Thomas Insurance Brokers
2015.09 - 2018.01
Gillingham School
2008.09 - 2015.07