Protection Advisor in Stockport

Protection Advisor in Stockport

Stockport Full-Time 30000 - 40000 £ / year (est.) Remote
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At a Glance

  • Tasks: Provide exceptional advice and service to customers over the phone.
  • Company: Join Vitality, a leader in health insurance with a supportive culture.
  • Benefits: Enjoy bonuses, a generous pension, and award-winning health insurance.
  • Other info: Flexible hybrid role with opportunities for personal development and growth.
  • Why this job: Make a real difference in customers' lives while advancing your career.
  • Qualifications: Experience in financial services and strong customer engagement skills required.

The predicted salary is between 30000 - 40000 £ 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

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 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 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!

If you are successful in your application and join us at Vitality, this is our promise to you, we 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 Advisor in Stockport employer: Vitality

Vitality is an excellent employer that prioritises a strong data culture and offers a flexible working environment, allowing employees to thrive both in the office and remotely. With a commitment to continuous improvement and collaboration, team members have ample opportunities for professional growth while contributing to strategic decision-making through high-quality data governance. Located in Bournemouth, employees enjoy a vibrant community and a supportive atmosphere that fosters innovation and teamwork.

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Contact Details:

Vitality Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Protection Advisor in Stockport

✨Dive Into Industry Networking Events

Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.

✨Use LinkedIn to Your Advantage

Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Vitality). A thoughtful message explaining your interest can really make a difference!

✨Look Out for Graduate Schemes

Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.

✨Leverage Your Current Connections

Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Vitality. Don’t shy away from asking for a coffee chat; you never know what doors it might open!

We think you need these skills to ace Protection Advisor in Stockport

Customer Service Skills
Telephone Communication Skills
Time Management
Proactivity
Knowledge of FCA Regulatory Requirements
Quality Assurance in Advice Provision
Financial Services Experience

Some tips for your application 🫡

Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.

Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Vitality.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Vitality. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.

How to prepare for a job interview at Vitality

✨Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Vitality to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.

✨Showcase Your Analytical Side

In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!

✨Prepare for Behavioural Questions

As a full-timer at Vitality, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.

✨Know the Company Culture Inside Out

Understanding Vitality's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.