Protection Advisor

Vitality

4d•Hybrid

About The Position

This role is about providing exceptional service and advice over the telephone to customers regarding Vitality Life products, building rapport to help them make informed choices. It involves direct interaction with both personal and business customers. The company offers ongoing support, coaching, and focuses on career development. Previous experience in insurance sales is required. Vitality is a multi-award-winning UK insurance brand, recognized as a "Top 10 Best Places To Work" in The Sunday Times Awards 2024. It is a purpose and values-driven business focused on making people healthier and enhancing their lives through shared-value insurance, incentivizing healthier living. The company attracts, develops, and retains talent and provides access to its unique health insurance and healthy living program for its 1.7+ million members.

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

Nice To Haves

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
Help you to be the healthiest you’ve ever been.
Create an environment that embraces you as you are and enables you to be your best self.
Give you flexibility on how, where and when you work.
Help you advance your career by playing you to your strengths.
Give you a voice to help our business grow and make Vitality a great place to be.
Give you the space to try, fail and learn.
Provide a healthy balance of challenge and support.
Recognise and reward you with a competitive salary and amazing benefits.
Be there for you when you need us.
Provide opportunities for you to be a force for good in society.