Insurance Sales Adviser Life Protection Pathway

• Provide exceptional service and advice over the telephone, guiding customers through their health insurance options.
• Clearly explain Vitalitys unique health insurance, tailoring recommendations to the customers needs.
• Highlight the added value of Vitalitys wellness rewards (gym discounts, fitness devices, Cinema Rewards) and encourage engagement
• Tailor recommendations to match the customers needs and circumstances.
• Ensure customers are fully informed before making a purchasing decision, meeting FCA and internal compliance standards.
• Work closely with team members and managers to share best practices and maintain a collaborative environment.
• Proactively maintain and grow your product knowledge, taking ownership of your performance while benefiting from full support and training.
• Participate in ongoing development to enhance sales techniques and regulatory understanding.
• Represent Vitalitys mission to make people healthier and protect their lives.
• Demonstrate exceptional time management skills to manage the balance between new customers whilst ensuring timely follow-up conversations with your personal pipeline of customers.

• Experience within Financial Services
• Ideally a proven Sales experience
• 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 personal development and progression
• Strong Organisation skillswith the ability to manage personal time and focus to maximise productivity and results

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