At a Glance
- Tasks: Engage with IFAs and brokers, book quality calls, and manage data effectively.
- Company: Join Vitality, a multi-award-winning insurance brand focused on health and happiness.
- Benefits: Enjoy bonuses, a generous pension, health insurance, and life assurance.
- Other info: Flexible hybrid working and opportunities for career advancement await you!
- Why this job: Be part of a supportive culture that values your growth and well-being.
- Qualifications: Strong communication, organisational skills, and a proactive mindset are essential.
The predicted salary is between 30000 - 40000 £ per year.
About The Role
Team: Digital Business
Working Pattern: Hybrid - 2 days per week in the Vitality Stockport Office. Full time, 35 hours per week.
Top 3 skills needed for this role:
- Problem solver
- Proactive
- Target focussed
What this role is all about:
- Proactively outbound dialling
- Contacting a panel of IFAs/brokers, completing soft fact finds and effectively objection handling to book in quality introductory calls with Business Consultants, contributing to departments APE target & driving the number of new writers.
- Managing telephone lines by taking inbound calls and dealing with enquiries effectively or transferring to the correct department.
- Taking a systematic approach managing Business Consultants diaries.
- Cleansing data via the FCA/Company House websites, data gathering and updating records on CRM systems.
Key Actions:
- Calling advisers, completing soft Fact finds.
- Driving number of contacts & number of quality appointments booked.
- Answering inbound calls and dealing with enquiries effectively and efficiently.
- Proactive outbound telephone contacts.
- Ability to listen and overcome objections.
- Cleansing data, updating contacts, utilising FCA register and Companies House.
- Effective record keeping, updating CRM systems.
- Working to targets & KPIs.
What do you need to thrive?
- Effective listening skills
- Organisational skills
- Use of Microsoft Excel
- Written and telephonic communication skills
- Multi-tasking
- Self-driven
- Results Driven
- Great work ethic
So, what's in it for you?
- 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
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page.
Fantastic Benefits. Exciting rewards. Great career opportunities!
If you are successful in your application and join us at Vitality, this is our promise to you:
- 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
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.
About The Company
We're incredibly proud to be recognised for the culture we've created, recently being named one of Glassdoor's Best Places to Work 2026, and in 2024 we were delighted to be awarded Top 10 Places to Work in the Sunday Times Awards.
Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place. We've been a purpose and values-driven business from day 1 - long before it became fashionable. Our core purpose is to make people healthier and enhance and protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives - they benefit, our business benefits, and society benefits. We're successful because we attract, develop, and retain the best people and because we care.
Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.
Ready to find out if we're the right fit for you? We can't wait.
Diversity & Inclusion
At Vitality, we're committed to diversity and inclusion because it's good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.
Vitality's approach to sustainability
Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page.
If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early. If you are interested, please submit your application as soon as possible.
Consulting Online Executive in Bristol employer: Vitality Corporate Services Limited
Vitality is an exceptional employer, offering a vibrant work culture that prioritises employee well-being and professional growth. With a hybrid working model based in Stockport, employees benefit from a competitive salary, generous pension contributions, and an award-winning health insurance plan, all while being part of a purpose-driven organisation that values diversity and inclusion. Join us to thrive in a supportive environment that encourages innovation and rewards performance, making a meaningful impact on the lives of our members and society.
Contact Details:
Vitality Corporate Services Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Consulting Online Executive in Bristol
✨Tip Number 1
Get to know the company inside out! Before your interview, dive into Vitality's mission and values. This will help you connect your skills with what they stand for, showing you're not just another candidate but someone who truly gets their vibe.
✨Tip Number 2
Practice your listening skills! Since this role is all about effective communication, try role-playing with a friend. Have them throw some objections your way while you practice overcoming them. It’ll boost your confidence and make you sound super sharp in the real deal.
✨Tip Number 3
Be proactive! Don’t wait for the job to come to you. Reach out to current employees on LinkedIn, ask them about their experiences, and get insider tips. This shows initiative and can give you a leg up during the selection process.
✨Tip Number 4
Keep your CRM skills fresh! Familiarise yourself with common CRM systems and data management techniques. Being able to talk about your experience with these tools will definitely impress the hiring team and show you're ready to hit the ground running.
We think you need these skills to ace Consulting Online Executive in Bristol
Some tips for your application 🫡
Show Off Your Problem-Solving Skills:In your application, make sure to highlight any experiences where you've tackled challenges head-on. We love proactive problem solvers who can think on their feet!
Be Target-Focused:Since this role is all about driving results, share examples of how you've met or exceeded targets in the past. We want to see that you're results-driven and ready to contribute to our goals.
Keep It Organised:When writing your application, keep it neat and structured. Use clear headings and bullet points where necessary. This shows us you have great organisational skills, which are key for this role!
Apply Through Our Website:We encourage you to submit your application through our careers page. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Vitality Corporate Services Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Consulting Online Executive role. Familiarise yourself with the key responsibilities like outbound calling and data management. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Problem-Solving Skills
Since problem-solving is a top skill for this role, prepare examples from your past experiences where you've successfully tackled challenges. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate how you can handle objections effectively.
✨Practice Active Listening
During the interview, practice active listening. This means really paying attention to what the interviewer is saying and responding thoughtfully. It’s crucial for this role, as effective communication and understanding client needs are key to success.
✨Be Results-Driven
Highlight your results-driven mindset by discussing specific targets you've met or exceeded in previous roles. This aligns perfectly with the job's focus on KPIs and performance, showing that you’re not just about making calls but also about achieving quality outcomes.
