Phoenix Group
Annuity Broker Quote Specialist (6 months Secondment / FTC), RS&AM
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Job Type: 6 months Fixed Term Contract
Location: This role will be based in Telford, with some flexibility to work between the office and home. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here.
[https://www.standardlifeplc.com/careers/flexible-working]
Salary and Benefits: Up to £34,200 (pro-rated) subject to experience, plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
If you're a commercially minded communicator who thrives on building strong relationships and helping customers and advisers find the right solutions, our Individual Annuity team would love to meet you.
Who are we?
We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
Role Overview
As an Annuity Broker Quote Specialist, you'll be a trusted point of contact for advisers, brokers and intermediaries, providing expert support across quotations, applications, portal queries and escalations. This is a predominantly telephone-based role, where you'll build strong relationships, deliver exceptional service and proactively support advisers through every stage of the quote journey. Working closely with Customer Services and other key teams, you'll help drive positive customer outcomes and support the growth of our Individual Annuity business. This role will be hired on a Secondment basis, training and development will be offered in role.
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Key Responsibilities
- Be the trusted first point of contact for brokers and intermediaries, delivering expert support on quotes, applications and portal queries while ensuring great customer outcomes.
- Use your knowledge and judgement to assess enhanced annuity applications, helping customers access the most appropriate solutions for their circumstances.
- Drive business growth by converting quotations into completed applications, building strong relationships and working closely with underwriting colleagues to deliver a seamless experience.
- Partner with brokers, account managers and customer service teams to continuously improve how we work, reduce customer effort and identify opportunities to enhance our proposition.
- Provide clear, confident and accurate guidance, using your product expertise to resolve queries and support brokers with a wide range of customer needs.
- Champion regulatory excellence and customer fairness, ensuring every interaction meets legislative requirements, Consumer Duty expectations and our high-quality standards.
- Take ownership of customer concerns and complaints, resolving issues with empathy and professionalism while identifying opportunities to improve future experiences.
- Maintain accurate records and customer data, helping us deliver robust quality standards, insightful reporting and excellent customer service.
- Invest in your own development and share your expertise with others, keeping up to date with products, systems and industry regulations while contributing positively to the wider team.
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What are we looking for?
- Strong relationship-building and stakeholder management skills, with the ability to build trust and credibility with advisers, brokers, customers or other professional partners.
- Excellent communication and interpersonal skills, able to explain complex information clearly, influence positive outcomes and confidently present solutions.
- A customer-focused and commercially minded approach, balancing customer needs with business objectives and delivering a high-quality service experience.
- Curiosity and awareness of customer, market and industry trends, with an interest in financial services and a willingness to develop expertise in retirement income products and propositions.
- A proactive, collaborative and detail-oriented mindset, with a commitment to continuous improvement, learning and delivering results within a regulated environment.
We want to hire the whole version of you.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
We’re reviewing applications as they come in and may close this role before the closing date, so apply early to avoid missing out.
Find out more about working at Standard Life
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Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
[https://standardlifeplc.pagetiger.com/guideforcandidates/guideforcandidates] -
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