At a Glance
- Tasks: Design and manage protection products to secure customers' financial futures.
- Company: Join Zurich, a leading retail protection provider in the UK.
- Benefits: Enjoy flexible working, competitive salary, and a fantastic benefits package.
- Other info: Flexible hours and remote work options available to fit your lifestyle.
- Why this job: Be part of a team that prioritises customer outcomes and innovation.
- Qualifications: Eager learners with some experience in teams and a passion for financial services.
The predicted salary is between 30000 - 40000 £ per year.
Working hours: 35 Hours per week - This role is available on a part‑time, job‑share or full‑time basis.
Location: Flexible/Hybrid – Some travel to our Life Head Office in Swindon.
Salary: Competitive salary plus an excellent benefits package.
Closing date for applications: 29th July 2026.
The opportunity: We aim to be the best retail protection provider in the UK, offering a great experience for our advisers, customers, and staff. We have an exciting opportunity for a Retail Protection Product Consultant to join our team. You'll help design, implement, and manage Zurich’s protection products that our customers need to secure their financial futures. This role lets you support every stage of delivering our protection product development plan. You'll work in multi‑functional teams to balance speed to market, project costs, regulatory compliance, and shareholder return. You'll make sure all proposition developments are designed and implemented with good customer outcomes as the main focus.
We are looking for someone who puts customers first and knows the UK financial services market well. Ideally, you have experience in retail protection. You should be eager to learn and understand the entire customer journey to make sure our protection plans always deliver good results for customers. Many of our employees work flexibly in a variety of different ways, including part‑time, flexible hours, job share, an element of working from home or compressed hours. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full‑time. Please talk to us at interview about the flexibility you may need.
What will you be doing?
- You’ll work with colleagues from Proposition Development and other functional areas to define requirements and work with our third‑party software partners to implement and maintain new and existing propositions on our Life Protection Platform.
- Assist proposition colleagues to analyse the protection market, competitors and customer needs to identify gaps and opportunities where Zurich could create commercial advantage.
- Assist in completing feasibility assessment of new product ideas, build business cases, and recommend whether to proceed, including data analysis to support such assessments.
- Support proposition‑led projects to refresh, upgrade, or create new protection propositions.
- Collaborate with experts from all areas of the business to ensure changes meet customer needs, offering personalisation and flexibility efficiently and cost‑effectively.
- Identify, monitor, and mitigate delivery and regulatory risks before launch. Follow product development and risk & compliance procedures.
- Help develop and maintain our propositions on industry quote portals and best advice systems.
- Understand regulatory changes and their impact on the protection market. Work with proposition colleagues and other subject‑matter experts to assess what changes are needed to stay compliant, supporting their definition and ultimate implementation.
- Desire to become a retail protection expert able to support and help other areas as required.
- Develop and maintain a network of experts in all relevant areas.
What are we looking for?
- Someone towards the start of their career who is keen to learn and carve out a career in UK Life Financial Services.
- A desire to become a subject‑matter expert in the UK Life and Retail Protection market.
- A passion for being part of our journey to protect customers’ financial futures.
- Some experience in working in successful teams.
- Effective communication skills tailored to each situation, ensuring all stakeholders can contribute and feel listened to.
- A self‑starter with a growth mindset, comfortable thinking creatively to overcome project delivery obstacles and challenges to meet customer and business needs.
- Comfortable using data, research, and customer and adviser feedback to deliver business results.
- A strength in logical thinking and problem solving.
- Comfortable consistently applying attention to detail.
- Take action to manage your personal development. Specifically, you will be committed to developing your protection subject‑matter expertise and LPP systems understanding to provide technical advice and guidance across the business, ultimately becoming a SME for LPP systems.
As an inclusive employer we want to ensure that all candidates feel comfortable and are able to perform at their best during the interview. You’ll have the opportunity to let us know of any reasonable adjustment or practical support needed when you apply.
What will you get in return?
Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non‑contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.
Retail Protection Delivery Consultant in Fareham employer: Zurich Insurance
At Zurich Insurance, we pride ourselves on being an exceptional employer that values flexibility and inclusivity. Our Strategic Account Manager role offers a collaborative work culture with opportunities for professional growth, supported by a comprehensive benefits package including a generous pension scheme and the ability to tailor your holiday options. Join us in London or from anywhere in the UK, and be part of a team that empowers you to make a meaningful impact while balancing your personal and professional life.
StudySmarter Expert Advice🤫
We think this is how you could land Retail Protection Delivery Consultant in Fareham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Zurich Insurance. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Retail Protection Delivery Consultant in Fareham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Zurich Insurance.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Zurich Insurance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Zurich Insurance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Zurich Insurance.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Zurich Insurance will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Zurich Insurance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
