Protection Adviser

Vitality
Hybrid

About The Position

It’s important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements this maybe the role for you. This role is about the quality of the customer journey providing advice on Vitality Life products, building a rapport so through their choices they make the right one through us, as Vitality Life. This is over the telephone and can be direct with personal customers and our business customers too. We offer ongoing support, coaching and we focus on your development in your Vitality career. Previous experience of working in Insurance sales is required.

Requirements

  • Experience within Financial Services is a must
  • Confident telephone manner
  • Full understanding and knowledge of the regulatory requirements of the FCA
  • Strong Customer orientation and engagement skills
  • Highly motivated with a drive to deliver sales targets and outstanding customer outcomes
  • A driven individual with committed to person development and progression
  • Strong Organisation skills with the ability to manage personal time and focus to maximise productivity and results
  • Financial services qualifications appropriate to the role, ideally CEMAP or R05

Responsibilities

  • Providing exceptional service and advice over the telephone to our customers
  • Time management is key as we are fast paced, and we have lots of customer needs to meet
  • Proactivity in maintaining your knowledge being a driver in your own performance, knowing we will support in every step
  • Ensuring that FCA and internal regulatory standards for advice provision are met
  • Quality of advice provided is a must with every fact find, making sure you have everything documented along with the analysis and outcomes.
  • Every conversation is important

Benefits

  • Bonus Schemes – A bonus that regularly rewards you for your performance
  • A pension of up to 12%– We will match your contributions up to 6% of your salary
  • Our award-winning Vitality health insurance – With its own set of rewards and benefits
  • Life Assurance – Four times annual salary

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What This Job Offers

Job Type

Full-time

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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