About The Role
Team- Digital Business
Working Pattern - Hybrid – 2 days per week in the Vitality Stockport Office. Full time, 35 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role: Organisation and time management
Proactive
Good at problem solving
What this role is all about:
Proactively outbound dialling Contacting a panel of IFA's/brokers, completing soft fact finds and effectively objection handling to book in quality introductory calls with Business Consultants, intern 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 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 – 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 & KPI's.
What do you need to thrive?
Essential Effective listening skills
Organisational skills.
Use of Microsoft Excel
Written and telephonic communication skills.
Multi-tasking
Self-driven
Results Driven
Great work ethic
Desirable Understanding & Experience within the Financial Services Industry
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 benefi...
Consulting Online Executive in Stockport employer: Vitality Corporate Services
Vitality is an exceptional employer that fosters a dynamic and inclusive work culture, offering flexible working arrangements to support a healthy work-life balance. As part of the Actuarial team in London, employees benefit from continuous professional development opportunities and the chance to collaborate with diverse stakeholders on innovative projects that drive the company's actuarial modelling capabilities forward. With a commitment to employee well-being and growth, Vitality stands out as a rewarding place to build a meaningful career.
Contact Details:
Vitality Corporate Services Recruitment Team
