Remote Insurance Protection Advisor — Uncapped Bonus Potential

Vitality; Stockport; Hybrid; GBP 30,000 - 34,000; Full time

Benefits offered by this job

Monthly bonus

Vitality health insurance

Life Insurance

Pension up to 12% matching 6%

Hybrid work

Job summary

Vitality is hiring a Protection Advisor to deliver expert telephone-based advice on Life products from Stockport. The role blends 2 days in the office with 3 days remote working, with comprehensive training and a strong focus on customer outcomes.

You will need experience in financial services, a confident telephone manner, and FCA regulatory knowledge. A passion for meeting sales targets and ongoing development is essential.

Qualifications

• Experience within Financial Services is required.
• Confident telephone manner.
• Full understanding of FCA regulatory requirements.
• Strong customer orientation and engagement skills.
• Motivated to deliver sales targets.
• Financial services qualifications (CEMAP or R05) preferred.

Responsibilities

• Provide exceptional service and advice over the telephone.
• Demonstrate time management to meet customer needs in a fast-paced environment.
• Maintain knowledge to support performance and development.
• Ensure FCA and internal regulatory standards for advice provision are met.
• Document conversations with analysis and outcomes.

Skills

Financial services experience

Telephone manner

FCA regulatory knowledge

Customer orientation

Sales targets

Education

CEMAP or R05 qualification

Job description

Vitality is hiring a Protection Advisor to deliver expert telephone-based advice on Life products from Stockport. The role blends 2 days in the office with 3 days remote working, with comprehensive training and a strong focus on customer outcomes.

You will need experience in financial services, a confident telephone manner, and FCA regulatory knowledge. A passion for meeting sales targets and ongoing development is essential.