Financial Growth Strategist

4 weeks ago


Birmingham, Birmingham, United Kingdom Vitality Full time

Company Overview

Vitality, a leading health and life insurance provider, offers a unique approach to insurance. Our mission is to help individuals live longer, healthier, and more financially secure lives.

We are a dynamic team of 20 professionals, including a Franchise Director, Operations Manager, Business Development Manager, and Sales Support individuals for both the Life and Health sides of the business.

Job Description

This full-time home-based role as a Business Consultant requires excellent communication skills, both in-person and virtually. You will be responsible for managing relationships with financial advisers, providing sector insights, consulting on business development strategies, and communicating effectively with stakeholders in the intermediary space.

Your primary objective will be to support financial advisers and business owners in understanding the Vitality proposition for Life and Private Health, making recommendations to optimize business outcomes, and utilizing the Vitality product suite when recommending to their clients.

You will operate within a franchise network, working with an allocated panel of advisers around Birmingham and Gloucestershire.

Key Responsibilities

  • Foster and maintain long-term business relationships with financial advisers
  • Develop and implement business development strategies
  • Provide sector insights and support
  • Communicate effectively with stakeholders

Qualifications and Skills

  • Innate ability to build and maintain strong relationships
  • Proven BDM or client sales experience preferred
  • Strong communication and presentation skills
  • Creativity and problem-solving abilities
  • Resilience and self-motivation

What We Offer

A positive and successful team environment

Training and support for career growth and development

All necessary equipment and tools for success

A competitive salary between £25k-£30k, plus uncapped bonus potential with an average OTE of £50k

A contribution to a SHP and private medical cover

25 paid days holiday per annum, plus Bank holidays and your Birthday off

Support for professional qualifications and training



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