Protection Advisor

Vitality

3d•Hybrid

About The Position

Vitality is hiring a Protection Advisor for its Protection team in the D2C Life Department. The role provides telephone-based advice on Vitality Life products to personal and business customers, with a focus on understanding customer needs, building rapport, and helping customers make suitable choices. Advisers are expected to deliver exceptional service and high-quality advice while meeting customer and sales needs. Vitality provides ongoing support, coaching, and opportunities for career development. The role is hybrid, with two days per week in the Stockport office and three days working from home. Remote work may be considered for applicants living outside the area. Training is based in Stockport; the posting mentions training of up to three months and also specifies four weeks of Stockport-based training.

Requirements

Experience working in insurance sales is required.
Experience within financial services is required.
A confident telephone manner.
Full understanding and knowledge of FCA regulatory requirements.
Strong customer orientation and engagement skills.
High motivation and drive to achieve sales targets and outstanding customer outcomes.
Commitment to personal development and career progression.
Strong organisational skills and the ability to manage time and focus to maximise productivity and results.
Financial services qualifications appropriate to the role.

Nice To Haves

CEMAP or R05 qualification, ideally.

Responsibilities

Provide exceptional service and advice to customers over the telephone.
Manage time effectively in a fast-paced environment and respond to customer needs.
Proactively maintain product and regulatory knowledge and take ownership of personal performance.
Meet FCA and internal regulatory standards for providing advice.
Ensure each fact find is complete and document the advice analysis and outcomes.
Deliver quality advice and positive customer outcomes in every customer conversation.
Work toward sales targets while maintaining high customer-service and advice-quality standards.

Benefits

Monthly performance bonus scheme with uncapped performance potential.
Additional quality awards.
Extra payments for supplier referrals.
Opportunity to earn up to 200% of bonus monthly.
Pension contributions matched by Vitality up to 6% of salary, for a pension of up to 12%.
Vitality health insurance with rewards and benefits.
Life assurance of four times annual salary.
Flexible options for how, where, and when employees work.
Career development opportunities.
Competitive salary and benefits.