Protection Adviser

Protection Adviser

Stockport Full-Time 36000 - 60000 £ / year (est.) No home office possible
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Vitality

At a Glance

  • Tasks: Provide exceptional advice and service to customers over the phone.
  • 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.
  • Why this job: Make a real impact by helping customers choose the right products for their needs.
  • Qualifications: Experience in financial services and strong customer engagement skills required.
  • Other info: Flexible working, career development opportunities, and a supportive environment await you.

The predicted salary is between 36000 - 60000 £ per year.

Team – Protection, ( D2C Life Department) Hybrid role – 2 days a week in the Stockport office, 3 days based working from home. Training is up to 3 months in Stockport What this role is all about What you will you do as a Protection Adviser

  • Providing exceptional service and advice over the telephone to our customers
  • Time management is key as we are fast paced, and we have lots of customer needs to meet
  • Proactivity in maintaining your knowledge being a driver in your own performance, knowing we will support in every step
  • Ensuring that FCA and internal regulatory standards for advice provision are met
  • Quality of advice provided is a must with every fact find, making sure you have everything documented along with the analysis and outcomes. Every conversation is important
  • What you need to thrive

  • Experience within Financial Services is a must
  • Confident telephone manner
  • Full understanding and knowledge of the regulatory requirements of the FCA
  • Strong Customer orientation and engagement skills
  • Highly motivated with a drive to deliver sales targets and outstanding customer outcomes
  • A driven individual with committed to person development and progression
  • Strong Organisation skills with the ability to manage personal time and focus to maximise productivity and results
  • Financial services qualifications appropriate to the role, ideally CEMAP or R05
  • 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, w e will:

  • 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.

    Protection Adviser employer: Vitality

    Vitality is an exceptional employer that prioritises the well-being and development of its employees, offering a hybrid work model that promotes flexibility and work-life balance. With a strong focus on career progression, comprehensive benefits including a generous pension scheme and award-winning health insurance, and a culture that values diversity and inclusion, Vitality creates an environment where employees can thrive and make a meaningful impact in the lives of their customers. Join us to be part of a purpose-driven team that is dedicated to making the world a healthier, happier place.
    Vitality

    Contact Detail:

    Vitality Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Protection Adviser

    ✨Tip Number 1

    Get to know the company inside out! Before your interview, dive into Vitality's values and mission. This will help you connect with the team and show that you're genuinely interested in being part of their journey.

    ✨Tip Number 2

    Practice makes perfect! Role-play common interview questions with a friend or in front of the mirror. Focus on showcasing your customer service skills and how you can provide exceptional advice over the phone.

    ✨Tip Number 3

    Be proactive during the interview! Ask insightful questions about the role and the team dynamics. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you.

    ✨Tip Number 4

    Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a nice touch that keeps you fresh in their minds!

    We think you need these skills to ace Protection Adviser

    Customer Service Skills
    Telephone Communication Skills
    Time Management
    Proactivity
    Knowledge of FCA Regulatory Requirements
    Quality Assurance in Advice Provision
    Financial Services Experience
    Strong Customer Orientation
    Sales Target Achievement
    Organisational Skills
    CEMAP or R05 Qualifications
    Performance Management
    Personal Development Commitment

    Some tips for your application 🫡

    Know Your Stuff: Make sure you understand the Vitality Life products inside and out. This will not only help you in your application but also show us that you're genuinely interested in the role.

    Tailor Your Application: Don’t just send a generic CV and cover letter. Highlight your experience in Financial Services and how it relates to providing exceptional customer service. We want to see how you can fit into our team!

    Show Off Your Skills: Emphasise your strong customer orientation and engagement skills. We’re looking for someone who can build rapport over the phone, so let us know how you’ve done this in the past.

    Apply Through Our Website: We encourage you to apply directly through our careers page. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role there!

    How to prepare for a job interview at Vitality

    ✨Know Your Products Inside Out

    Before the interview, make sure you have a solid understanding of Vitality Life products. Familiarise yourself with their features and benefits so you can confidently discuss how they meet customer needs during your interview.

    ✨Showcase Your Customer Service Skills

    Prepare examples from your past experiences where you've provided exceptional customer service. Highlight how you built rapport and addressed customer needs effectively, as this role is all about creating a positive customer journey.

    ✨Demonstrate Time Management Abilities

    Since the role requires managing multiple customer needs in a fast-paced environment, be ready to discuss how you prioritise tasks and manage your time efficiently. Share specific strategies or tools you use to stay organised.

    ✨Understand Regulatory Requirements

    Brush up on FCA regulations and internal standards relevant to the role. Being able to articulate your knowledge of these requirements will show that you're serious about compliance and quality in your advice provision.

    Protection Adviser
    Vitality
    Location: Stockport
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