Insurance Health Sales Adviser Pathway

Vitality; Stockport; Hybrid; GBP 26,000 - 38,000; Full time

Job summary

Vitality in Stockport is seeking an Insurance Adviser to guide customers to the right health cover. You’ll have meaningful conversations, share expertise, and ensure every customer feels informed during their insurance journey with Vitality.

The role offers progression to a Protection Adviser position with opportunities to gain financial services qualifications, alongside a supportive team and a hybrid pattern with two office days per week.

Qualifications

• Experience within Financial Services.
• Proven sales experience.
• Confident telephone manner.
• Knowledge of FCA regulatory requirements.
• Strong customer orientation and engagement.
• Motivated to meet sales targets and deliver outcomes.
• Commitment to personal development and progression.
• Excellent time management and productivity skills.

Responsibilities

• Provide exceptional service and advice over the telephone guiding customers through health insurance options.
• Explain Vitality’s health insurance and tailor recommendations to customer needs.
• Highlight wellness rewards and encourage engagement.
• Tailor recommendations to match customer circumstances.
• Ensure customers are fully informed before purchasing, meeting FCA and internal standards.
• Collaborate with team and managers to share best practices.
• Maintain product knowledge and take ownership of performance with training support.
• Develop skills to enhance sales techniques and regulatory understanding.
• Represent Vitality’s mission to promote healthier lives and protect customers.
• Manage time to balance new customers and timely follow-ups in your pipeline.

Skills

Financial services experience

Sales experience

Phone communication

FCA regulations

Customer focus

Target driven

Professional development

Time management

Job description

About The Role

Team - D2C Health Department

Working Pattern - 35 hours, Monday-Friday shifts between 08:00-20:00,1 Saturday a month 10:00-14:00, Hybrid role -2 days a week in the Stockport office

What this role is all about

As an Insurance Adviser, you’ll be the trusted expert guiding customers to the right health cover. Your mission is simple: listen to what people truly need and match them with the best Vitality solution. You’ll have meaningful conversations, share your expertise, and ensure every customer feels confident and informed throughout their insurance journey with Vitality.

We’re looking for someone with proven sales experience or a financial services background in a contact centre environment, combined with a natural ability to connect with people. If you’re persuasive without being pushy, thrive on helping customers make smart choices, and love seeing results, this is your chance to shine.

This role opens the door to progression opportunities to a Protection Adviser position, where you’ll be able to gain financial services qualifications and specialise in providing expert Life Insurance advice and make an even bigger impact on customers’ futures.

If you want a role where your success opens doors to exciting growth, this is it.

What you will you do as a Healthcare Sales Adviser

• Provide exceptional service and advice over the telephone, guiding customers through their health insurance options.
• Clearly explain Vitality’s unique health insurance, tailoring recommendations to the customer’s needs.
• Highlight the added value of Vitality’s wellness rewards (gym discounts, fitness devices, Cinema Rewards) and encourage engagement
• Tailor recommendations to match the customer’s needs and circumstances.
• Ensure customers are fully informed before making a purchasing decision, meeting FCA and internal compliance standards.
• Work closely with team members and managers to share best practices and maintain a collaborative environment.
• Proactively maintain and grow your product knowledge, taking ownership of your performance while benefiting from full support and training.
• Participate in ongoing development to enhance sales techniques and regulatory understanding.
• Represent Vitality’s mission to make people healthier and protect their lives.
• Demonstrate exceptional time management skills to manage the balance between new customers whilst ensuring timely follow-up conversations with your personal pipeline of customers.

What you need to thrive

• Experience within Financial Services
• Ideally a proven Sales experience
• 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 personal development and progression
• Strong Organisation skillswith the ability to manage personal time and focus to maximise productivity and results

About Us

We’re incredibly proud to be recognised for the culture we've created — recently being named one of Glassdoor’s Best Places to Work 2026, and in 2024 we were delighted to be awarded Top 10 Places to Work in the Sunday Times Awards.

Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.
We've been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives – they benefit, our business benefits, and society benefits. We’re successful because we attract, develop, and retain the best people – and because we care.

Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.

Ready to find out if we’re the right fit for you? We can’t wait.

Diversity & Inclusion

At Vitality, we’re committed to diversity and inclusion because it’s good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.

Vitality’s approach to sustainability

Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page. #LI-Hybrid