Protection Consultant in Bournemouth

We have an exciting opportunity for a proactive, adaptable, driven and professional Protection Consultant to join our sales department. As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances. Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do. We’re committed to creating an inclusive culture where colleagues can thrive.

Within this role, you will work collaboratively with Independent Financial Advisers (IFA's) across the UK to deliver exceptional protection solutions – this activity is crucial in supporting with protection planning for their clients. You’ll be a trusted partner and subject matter expert for your panel - your support, expertise and influence will therefore be key and will help you to deal with new and existing accounts, acquire new business, and maintain profitable business for LV=. You’ll present our Protection proposition over the phone, via Teams, and in person (when required), develop new leads, and support advisers in progressing their protection businesses. The role can be primarily remote, however periodic office visits to Bournemouth, and attendance at some adviser events will be required.

Key Responsibilities

• Delivering agreed business goals from an allocated regional panel (to be identified and managed via a business plan and Key Account plans where appropriate).
• Achieving individual financial targets for business volumes and premium income, in accordance with the required business mix.
• Ensuring that excellent customer outcomes are reached and conduct risk is adhered to.
• Attending network events and roadshows and providing in-person support when required.
• Developing consistent support from adviser firms, increasing the number of supporting advisers within a firm, and the breadth of protection products sold.
• Exceeding the required minimum levels of operational activity in key areas (minimum levels are set to achieve core business targets).
• Observing risk events and reporting these to the Risk Manager where appropriate.
• Maintaining and developing your knowledge of the LV= Protection proposition, competitor product offerings, and our competitive positioning.
• Carrying out data analysis and reports when required.
• Achieving and maintaining sales competence and CRM records, in line with LV= standards.
• Working as a team member to achieve corporate goals and meet targets collaboratively.
• Competently managing your diary to schedule appointments, record keeping, events and administrative tasks effectively.

About You

• Have robust experience of working within a targeted/sales-focused role.
• Work independently and collaboratively, with the ability to prioritise workload, meet targets accurately, and deliver business requirements within agreed timeframes.
• Be empathetic, a great communicator and listener, and genuinely have our customer's best interests at heart.
• Demonstrate strong numerical and literacy skills.
• Competently be able to use Microsoft Office programmes and any relevant CRM systems (training on LV= systems will be provided).
• Be self-motivated and proactive, with excellent planning and organisational skills.
• Have experience of working within Financial Services (desirable but not essential).
• Be willing to obtain R01 and R05 accreditations within the first 12 months of the role if these haven’t already been achieved (these will be essential for the role).
• Be resilient, with a problem-solving attitude and the ability to think outside the box for creative solutions.

Rewards & Benefits

This role is a Band B in the LV= Structure. At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes:

• 26 days' holiday, increasing to 28 days after 2 years of service
• The opportunity to buy or sell up to five days of holiday
• A sales/OTE bonus scheme (based on sales performance) paid twice yearly
• Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance
• Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements)
• Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover)
• Group Income Protection, if you enroll into the pension scheme and reach 5 years of service
• Employee Assistance Programme (EAP) service for support when you need it
• Virtual GP service
• Shared parental leave
• Up to 20% discount on our life products for you and your immediate family.

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered.

We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.