Protection Adviser

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 RequiredExperience 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.