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. Additionally, managing telephone lines by taking inbound calls and dealing with enquiries effectively or transferring to the correct department. Taking a systematic approach to 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 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 one - 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 employer: Vitality Corporate Services Limited
Vitality is an exceptional employer, offering a vibrant work culture that prioritises employee well-being and 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 personal development and rewards performance, making it a truly rewarding place to work.
Contact Details:
Vitality Corporate Services Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Consulting Online Executive
✨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 a perfect fit for their culture.
✨Tip Number 2
Practice your listening skills! Since this role is all about effective communication, try mock calls with friends or family. Focus on how to handle objections smoothly and keep the conversation flowing—this will give you a leg up during the real deal.
✨Tip Number 3
Be proactive in your approach! Don’t wait for opportunities 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 valuable insights that might just set you apart.
✨Tip Number 4
Don’t forget to showcase your results-driven mindset! Prepare examples of how you've met targets in previous roles. Use metrics to back up your achievements—this will resonate well with the hiring team and demonstrate your potential impact at Vitality.
We think you need these skills to ace Consulting Online Executive
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 specific examples of how you've met or exceeded targets in the past. Numbers speak volumes, so don’t be shy about showcasing your achievements!
Keep It Organised:When writing your application, structure it clearly. Use headings and bullet points to make it easy for us to read. A well-organised application reflects your organisational skills, which are key for this role.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
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.
✨Showcase 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 your proactive approach.
✨Practice Effective Communication
As you'll be dealing with IFAs and brokers, practice your telephonic communication skills. Conduct mock interviews with friends or family, focusing on clarity and conciseness. Remember, effective listening is just as important, so be ready to engage actively during the conversation.
✨Prepare for Objection Handling
Anticipate potential objections you might face when contacting advisers. Think of strategies to overcome these objections and practice them. This will not only boost your confidence but also show the interviewers that you're ready to handle real-life scenarios in the role.
