Protection Consultant
7 months ago
**About the Role**
We are seeking an enthusiastic, professional individual to join our team as a Protection Consultant. You will work effectively to manage sales and relationships with a panel of Financial Advisers, on both new and existing accounts, to acquire new business and maintain profitable business for LV=. You’ll present the LV= protection proposition, both over the phone and in person when required, develop new leads, and work with advisers to help develop their current protection business.
**About You**
- Be a skilled and competent individual, able to demonstrate business development capabilities
- Be able to work individually, prioritise your work in order to meet targets, and be responsible for delivering business requirements within agreed timeframes
- Be empathetic, and genuinely care for our customers’ needs
- Be numerate and literate
- Competently use computer software such as Excel, Word, PowerPoint, Outlook and appropriate LISS systems
- Be self-motivated, with excellent planning and organisational skills
- Have experience of working within Financial Services or a sales environment (desirable but not essential)
- Be happy to obtain R01 and R05 accreditations within the first 12 months of the role.
**Key Responsibilities**
- Delivering agreed individual business goals from an allocated regional panel (to be identified and managed via a business plan, and Key Account plans where appropriate)
- Achieving individual financial targets (where appropriate) for business volumes and premium income, in accordance with the required business mix
- Ensuring good customer outcomes and conduct risk are adhered to
- Attending network events and roadshows when required, and providing in-person support
- Developing consistent support from adviser firms, increasing the number of supporting advisers within a firm, and the breadth of protection products sold
- Exceeding the required minimum levels of operational activity in all key areas (minimum levels are set to achieve core business targets)
- Being aware of risk events and reporting these to the risk manager where appropriate
- Maintaining and developing your knowledge of the LV= protection proposition, competitor product offerings, and our competitive positioning
- Keeping your own technical and sales skills updated
- Achieving and maintaining sales competence and CRM records, in line with LV= standards
- Working as a member of the Sales team to achieve the corporate goal, placing the achievement of team and LV= goals above the achievement of personal goals
- Managing all business dealings (appointments, entertaining, record keeping, etc.) in accordance with the LV= compliance procedures.
**Why Work for Us**
**Rewards and Benefits**
This role is a Band B in the LV= Structure.
We want you to love what you do, so we’ve put together a benefits package that recognises and rewards a job well done. This includes:
- 26 days' holiday, which increases after two years’ service to 28 days
- The opportunity to buy or sell up to five days’ holiday
- Sales bonus scheme, based on performance
- Flexible benefits
- A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14%
- Group Life Assurance of 4x your basic pay to your dependents - you’ll have the option to increase to 8 x cover
- Group Income Protection, if you are a member of the pension scheme and reach 5 years’ service
- Employee Assistance Programme (EAP) service for support through difficult times in your life
- Virtual GP service
- Shared parental leave
- Up to 20% discount on our life products for you and your immediate family.
**Job Types**: Permanent, Full-time
**Benefits**:
- Canteen
- Company events
- Company pension
- Employee discount
- Free flu jabs
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
- Store discount
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Yearly bonus
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Bournemouth
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Protection Consultant
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Bournemouth, United Kingdom LV= Full timeWe are seeking an enthusiastic, professional individual to join our team as a Protection Consultant. You will work effectively to manage sales and relationships with a panel of Financial Advisers, on both new and existing accounts, to acquire new business and maintain profitable business for LV=. You’ll present the LV= protection proposition, both over...
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