Vitality
Online Business Consultant Life - BDM
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Team - Vitality Consulting Online Life
Working Pattern
- Hybrid - 2 days per week in the Vitality Stockport Office. Full time, 40 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role:
- Relationship Management & Stakeholder Engagement
- Sales & Influencing Skills
- Presentation, Training & Communication Skills
What this role is all about:
We are looking for Online Business Consultants - Life to support and enhance the Vitality Consulting Online Team via proactive outbound and inbound calls to engage Advisers in the Vitality product range, whilst working closely with multiple departments to ensure a smooth journey for Advisers.
Key Actions
- Works across multiple panels and assists in driving the National Account Manager Strategies
- Proactive outbound telephone contact.
- Post event calls to drive further engagement.
- Responsible for all Adviser daily support and pipeline management.
- Maintaining and developing a panel of advisers to promote and use Vitality.
- Consultative approach to Relationship Manage panel.
- Training via webinar/TEAMS on all aspects of the Vitality Product Range.
- Developing relationships to engage the IFA market - purely telephone based role - no face to face engagement, so high skill set necessary in presentation skills, rapport building, mirroring etc.
- Keep accurate records on our CRM,
- Need to be highly skilled in Sales, Relationship Management, Customer Service, and Training.
- Calling advisers and doing soft fact finds to establish their protection background, understanding their knowledge of Vitality, any barriers to selling protection/Vitality and then booking in Training tailored to their individual needs.
- Answering inbound queries from product to policies.
- Role Model for Vitality, living by our Values.
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What do you need to thrive?
Essential
- Multitasker - need to be able to deal with many adviser's queries at the same time, without loss of focus. Adviser needs to feel they are the only person you deal with
- Quick Learner
- Been in Protection Industry for at least 2 years
- Administration experience
- Presentation skills
- RO5 need to be passed before, or in the first 12 months whilst in employment with Vitality
Desirable
- B2B experience
- Excellent Excel Skills
So, what’s in it for you?
- Bonus Schemes - A bonus that regularly rewards you for your performance
- A pension of up to 12%- We will match your contributions up to 6% of your salary
- Our award-winning Vitality health insurance - With its own set of rewards and benefits
- Life Assurance - Four times annual salary
Get help with your application
Your very own career expert that helps elevate your application to the next level.
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!
If you are successful in your application and join us at Vitality, this is our promise to you, we will:
- Help you to be the healthiest you’ve ever been
- Create an environment that embraces you as you are and enables you to be your best self
- Give you flexibility on how, where and when you work
- Help you advance your career by playing you to your strengths
- Give you a voice to help our business grow and make Vitality a great place to be
- Give you the space to try, fail and learn
- Provide a healthy balance of challenge and support
- Recognise and reward you with a competitive salary and amazing benefits
- Be there for you when you need us
- Provide opportunities for you to be a force for good in society
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.
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