Protection Advisor, Part time
Protection Advisor, Part time

Protection Advisor, Part time

Part-Time 30000 - 40000 £ / year (est.) Home office (partial)
Vitality

At a Glance

  • Tasks: Provide exceptional service and advice to customers over the phone.
  • Company: Join a leading insurance company focused on customer care and development.
  • Benefits: Enjoy bonuses, health insurance, pension contributions, and more perks.
  • Other info: Flexible working environment with great career growth opportunities.
  • Why this job: Make a real difference in customers' lives while advancing your career.
  • Qualifications: Previous financial sales experience and strong customer engagement skills required.

The predicted salary is between 30000 - 40000 £ per year.

Hybrid role – Part time available but first 4 weeks training is based full time in Stockport.

Previous Financial Sales Experience Is Required.

What this role is all about:

It’s important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements this may be the role for you. This role is about the quality of the customer journey, providing advice on Vitality Life products, building a rapport so through their choices they make the right one through us, as Vitality Life. This is over the telephone and can be direct with personal customers and our business customers too. We offer ongoing support, coaching and we focus on your development in your Vitality career. Previous experience of working in Insurance sales is required.

What You Will Do:

  • 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 committed to personal 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!

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.

Protection Advisor, Part time employer: Vitality

Vitality Life is an exceptional employer that prioritises your personal and professional growth while offering a supportive and flexible work environment. With a strong focus on employee well-being, we provide competitive benefits such as a generous pension scheme, award-winning health insurance, and performance-based bonuses, all designed to help you thrive in your role as a Protection Advisor. Join us in Stockport, where you can make a meaningful impact on customers' lives while enjoying a culture that values your contributions and encourages you to be your best self.
Vitality

Contact Detail:

Vitality Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Protection Advisor, Part time

✨Tip Number 1

Get to know the company inside out! Research Vitality Life and their products so you can speak confidently about how you can help customers. This will show your genuine interest and make you stand out during the interview.

✨Tip Number 2

Practice your telephone skills! Since this role is all about providing exceptional service over the phone, grab a friend or family member and do some mock calls. Focus on building rapport and understanding customer needs.

✨Tip Number 3

Show off your financial sales experience! Be ready to share specific examples of how you've successfully engaged with customers in the past. Highlight your achievements and how they relate to the role of Protection Advisor.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Vitality Life and ready to take the next step in your career.

We think you need these skills to ace Protection Advisor, Part time

Financial Sales Experience
Customer Service Skills
Telephone Communication Skills
Knowledge of FCA Regulatory Requirements
Customer Engagement Skills
Time Management
Proactivity
Documentation and Analysis Skills
Financial Services Knowledge
Sales Target Orientation
Organisational Skills
CEMAP or R05 Qualifications
Motivation for Personal Development

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter to highlight your financial sales experience. We want to see how your skills relate to the Protection Advisor role, so don’t hold back on showcasing your customer service prowess!

Showcase Your Customer Focus: In your application, emphasise your ability to understand and cater to customer needs. We’re all about providing exceptional service, so share examples of how you’ve built rapport and delivered great outcomes for customers in the past.

Highlight Your Regulatory Knowledge: Since this role involves adhering to FCA standards, it’s crucial to mention any relevant qualifications or experience you have in this area. We appreciate candidates who are proactive about compliance and can demonstrate their understanding of regulatory requirements.

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 the role. Plus, you’ll find more info about the fantastic benefits we offer!

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. This will show your potential employer that you're proactive and genuinely interested in providing exceptional service.

✨Practice Your Telephone Skills

Since this role involves a lot of telephone communication, practice your phone manner. Try role-playing with a friend or family member to simulate customer interactions. Focus on being clear, friendly, and engaging, as building rapport over the phone is crucial for success in this position.

✨Demonstrate Your Customer-Centric Approach

During the interview, be prepared to share examples of how you've successfully catered to customer needs in previous roles. Highlight your ability to listen actively and provide tailored advice. This will help illustrate your strong customer orientation and engagement skills, which are key for this role.

✨Show Your Commitment to Personal Development

Express your enthusiasm for ongoing learning and development during the interview. Mention any relevant qualifications, like CEMAP or R05, and discuss how you plan to stay updated on industry regulations and best practices. This will demonstrate your motivation and drive to excel in your career at Vitality Life.

Protection Advisor, Part time
Vitality

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