Protection Advisor

Vitality

1d•Hybrid

About The Position

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

Nice To Haves

Experience of selling protection
Qualifications

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