Remote Business Insurance Advisor

About The Role
Overall Job Purpose
We are looking for talented individuals who are committed to living our values to deliver high quality full advice and recommendation directly to clients, over the telephone and other platforms on the comprehensive range of Vitality Products.  All personal & Business lines resulting in profitable, compliant sales and satisfied customers. Chasing up outstanding quotes for successful conversion and managing the on-boarding process via liaising with internal departments.
AccountabilitiesDelivering predominantly telephone and video call (teams, Zoom etc…) based Business Healthcare  advice direct to SME clients.
Face-to-face presentations may be required on a limited basis and only when SME clients require it and they have more than 10 members in their scheme.
Ensuring that FCA and internal regulatory standards for advice provision are met.
Maximising productivity and results by effectively managing time and business pipeline
Maintaining knowledge, skills and personal performance to the required standards through a full training and competence scheme approach
Ensuring that the agreed advice process is followed and that fact finds, needs analysis and that all consumer recommendations are well documented and well communicated.
Ability to conduct the full advice process unscripted in a professional and compliant manner.
Ability to communicate using social media platforms in a professional and regulated manner.
Will be expected to work both inbound and outbound (cold-calling) leads dependant on business requirements, sales targets will include both measures.
Skills Required
Essential:IF7 or industry equivalent – if not already held must be obtained within 6 months of starting the role.
Ability to communicate with clients effectively across multiple channels.
Must be able to self-manage their end-to-end advice sales process  including but not limited to fact finding, needs identification, product suitability and advice recommendation experience
Regulated advice sales experience
Experienced user of MS Office
Computer literate