Qualified Life & Protection Adviser

Recruiter
Anonymous
Location
Cheshire
Salary
25000.00 - 33000.00 GBP Annual + GBP25000 - GBP33000/annum basic + uncapped OTE & Benefits
Posted
03 Aug 2017
Closes
31 Aug 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Purpose of the Advisor Role:
To deliver high quality telephone based consultancy advice direct to consumers on Vitality Life and Protection propositions and to arrange solutions to meet their identified and agreed needs.

Key Responsibilities:
•Delivering telephone based Life and Protection advice direct to consumers
•Ensuring that FCA and internal regulatory standards for advice provision are met.
•Maximising productivity and results by effectively managing time and business pipeline
•Maintaining knowledge, skills and personal performance to the required standards through a full training and competence scheme approach
•Ensuring that the agreed advice process is followed and that fact finds, needs analysis and that all consumer recommendations are well documented and well communicated.

Experience, Competencies and Qualifications:
•Experience within Financial Services and in Protection Sales
•Experience within a Telephone based Consultancy role
•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 person development and progression.
•Strong Organisation skills with the ability to manage personal time and focus to maximise productivity and results
•Financial services qualifications appropriate to the role