Insurance Sales Adviser – Protection Pathway

Overview

Team - D2C Health Department. 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 office.

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.

• 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.

• Experience with in 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 skills with the ability to manage personal time and focus to maximise productivity and results