Remote Protection Advisor — Lucrative Bonus & Growth

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

Benefits offered by this job

Bonus scheme

Pension up to 12%

Health insurance

Life Assurance

Job summary

Vitality is seeking a Protection Advisor for a hybrid role with two days in the Stockport office and three days working from home. Training is up to 3 months in Stockport, with some remote work considered for those living outside the area.

Basic salary is £30,000–£34,000 depending on experience and qualifications, plus an excellent bonus structure. You will provide telephone-based protection advice, adhere to FCA regulations, and drive customer outcomes with a focus on meeting sales targets.

Qualifications

• Experience within Financial Services is a must.
• Good understanding of FCA regulatory requirements.
• Confident telephone-based advisory experience.
• Strong customer orientation and engagement skills.
• Motivated to meet sales targets and deliver great outcomes.
• Commitment to personal development and progression.
• Strong organisation and time management abilities.

Responsibilities

• Provide exceptional service and advice over the telephone.
• Demonstrate strong time management in a fast-paced environment.
• Maintain up-to-date knowledge and drive personal performance.
• Ensure FCA and internal regulatory standards for advice are met.
• Document conversations with analysis and outcomes to ensure quality.

Skills

Financial services experience

Telephone manner

FCA regulatory knowledge

Customer engagement

Sales target drive

Personal development

Time management

Organisational skills

Education

Financial services qualifications (CEMAP or R05 preferred)

Job description

Vitality is seeking a Protection Advisor for a hybrid role with two days in the Stockport office and three days working from home. Training is up to 3 months in Stockport, with some remote work considered for those living outside the area.

Basic salary is £30,000–£34,000 depending on experience and qualifications, plus an excellent bonus structure. You will provide telephone-based protection advice, adhere to FCA regulations, and drive customer outcomes with a focus on meeting sales targets.