Protection Adviser

7 months ago

Bournemouth, United Kingdom Vitality Full time

**About The Role**:
Hybrid role - 2 days a week in the office, 3 days a week at home.

Protection Adviser Overall Job Purpose:
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 maybe 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.

Protection Adviser Accountabilities:

- 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

Skills Required
- Experience within Financial Services
- 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 person 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

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. We think work should be fun and sociable, and we want our people to get the most out of every day.

Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved.

**About Us**:
Vitality is an award-winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. We’re the UK insurer and investment provider that rewards people for positive lifestyle choices - a key element of our Shared-value model. With 1.4m UK members and more than 25m globally, we’re out to make the world a healthier, happier place. This applies as much to our people as it does to our members.

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. We think work should be fun and sociable, and we want our people to get the most out of every day. Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved. Wherever possible, we will consider a variety of working options to suit your lifestyle, whether that be hybrid home/office working, flexible working and part or full time employment. It’s what we call offering shared values, because a healthy happy team is good for us, good for our members and good for you.

Find out why people love being part of the Vitality Team

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