Insurance Adviser
- Recruiter
- Confidential
- Location
- Lancashire
- Salary
- Competitive
- Posted
- 16 Jun 2021
- Closes
- 07 Jul 2021
- Sectors
- Business Opportunities
- Contract Type
- Permanent
- Hours
- Full Time
Vitality, Insurance Adviser (Consumer Healthcare Adviser), Stockport, GBP23,000 + Commission + Benefits
Shift pattern: 3 x days 9am - 5pm and 2 x days 12pm - 8pm with 1 x half day Saturday every 3 weeks (9.30am - 2.30pm)
We're the UK insurer and investment provider that rewards people for positive lifestyle choices. With 1.25m+ UK members and more than 25m globally, we're out to make the world a healthier, happier place.
That applies as much to our people as it does to our members. So, as well as a highly competitive pay package, you'll enjoy: Free places to Vitality sponsored run events, online fitness classes and wellbeing workshops, competitions to win tickets to top-flight sporting events, health checks and access to our full range of partners and rewards.
It's what we call offering shared value, because a healthy, happy team is good for us, good for our members and good for you.
As our Insurance Adviser, you'll get the benefits our members enjoy, including:
- Our award-winning private Vitality Health insurance + wellness incentive programme
- Access to The Vitality Programme - Apple Watch, Waitrose and Partners, Garmin, Amazon Prime, Champneys Spa days, Rakuten TV and half-price gym memberships to name a few!
- Personal health fund + Life Assurance
- Stakeholder Pension Plan with employer contribution
- 25 days annual leave + Bank holidays + option to buy and sell 5 more
- Flexible benefits package
- Internal incentives, competitions, and awards - a chance to win football and sports tickets or even be in with a chance to have a holiday of a lifetime
- A genuine opportunity to grow and establish a long-term career
We are looking for talented individuals who are committed to living our values and to delivering advised telephone sales to inbound hotkey and referred leads resulting in profitable, compliant sales and satisfied customers. As our Insurance Adviser, you will be responsible for chasing up outstanding quotes for successful conversion and managing the onboarding process via liaising with internal departments.
Key responsibilities of our Insurance Adviser include:
- Achieving monthly sales and KPI targets
- Managing and developing customer contact to deliver profitable business and secure quality leads that maximise business opportunities whilst meeting customer needs
- Conducting initial consultations with customers to obtain relevant fact find, hard and soft facts, client objectives, aspirations and attitude to risk to enable suitable advice to be given which met customers' circumstances
- Presenting advice to customers, ensuring compliant sales which meet customer needs and divisional standards for the quality of advice and documentation
- Understanding customer needs to ensure that the different advice and non-advice options are delivered where appropriate
- Developing long term relationships with customers to enable lifetime value to be maximised
- Following quality best practice and sharing best practice ideas with the Manager, to ensure consistency across Telesales
- Operating within FCA guidelines
- Ensuring that local and role-specific Treating Customers Fairly requirements are met in line with your key outputs
- Managing portfolio of customer base on excel, ensuring accurate data capture and diarised call backs effectively
Closing Date: Tuesday 6th July 2021
Working for Vitality, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best.
Our people are chosen for their skills, knowledge, enthusiasm, and attitude but above all, their belief that anything can be achieved.
If you feel you have the skills and experience to become our Insurance Adviser, then please click 'apply' today
Shift pattern: 3 x days 9am - 5pm and 2 x days 12pm - 8pm with 1 x half day Saturday every 3 weeks (9.30am - 2.30pm)
We're the UK insurer and investment provider that rewards people for positive lifestyle choices. With 1.25m+ UK members and more than 25m globally, we're out to make the world a healthier, happier place.
That applies as much to our people as it does to our members. So, as well as a highly competitive pay package, you'll enjoy: Free places to Vitality sponsored run events, online fitness classes and wellbeing workshops, competitions to win tickets to top-flight sporting events, health checks and access to our full range of partners and rewards.
It's what we call offering shared value, because a healthy, happy team is good for us, good for our members and good for you.
As our Insurance Adviser, you'll get the benefits our members enjoy, including:
- Our award-winning private Vitality Health insurance + wellness incentive programme
- Access to The Vitality Programme - Apple Watch, Waitrose and Partners, Garmin, Amazon Prime, Champneys Spa days, Rakuten TV and half-price gym memberships to name a few!
- Personal health fund + Life Assurance
- Stakeholder Pension Plan with employer contribution
- 25 days annual leave + Bank holidays + option to buy and sell 5 more
- Flexible benefits package
- Internal incentives, competitions, and awards - a chance to win football and sports tickets or even be in with a chance to have a holiday of a lifetime
- A genuine opportunity to grow and establish a long-term career
We are looking for talented individuals who are committed to living our values and to delivering advised telephone sales to inbound hotkey and referred leads resulting in profitable, compliant sales and satisfied customers. As our Insurance Adviser, you will be responsible for chasing up outstanding quotes for successful conversion and managing the onboarding process via liaising with internal departments.
Key responsibilities of our Insurance Adviser include:
- Achieving monthly sales and KPI targets
- Managing and developing customer contact to deliver profitable business and secure quality leads that maximise business opportunities whilst meeting customer needs
- Conducting initial consultations with customers to obtain relevant fact find, hard and soft facts, client objectives, aspirations and attitude to risk to enable suitable advice to be given which met customers' circumstances
- Presenting advice to customers, ensuring compliant sales which meet customer needs and divisional standards for the quality of advice and documentation
- Understanding customer needs to ensure that the different advice and non-advice options are delivered where appropriate
- Developing long term relationships with customers to enable lifetime value to be maximised
- Following quality best practice and sharing best practice ideas with the Manager, to ensure consistency across Telesales
- Operating within FCA guidelines
- Ensuring that local and role-specific Treating Customers Fairly requirements are met in line with your key outputs
- Managing portfolio of customer base on excel, ensuring accurate data capture and diarised call backs effectively
Closing Date: Tuesday 6th July 2021
Working for Vitality, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best.
Our people are chosen for their skills, knowledge, enthusiasm, and attitude but above all, their belief that anything can be achieved.
If you feel you have the skills and experience to become our Insurance Adviser, then please click 'apply' today