Insurance Health Sales Adviser Pathway

Team - D2C Health Department

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

We are happy to discuss flexible working!

Top 3 Skills

• Proven Sales Skills
• Strong Verbal and Written Communication
• Organisation and Pipeline Management

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.

Key Actions

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

So, what’s in it for you?

• Bonus Schemes - A bonus that regularly rewards you for your performance
• A pension of up to 12%- We will match your contributions up to 6% of your salary
• Our award-winning Vitality health insurance - With its own set of rewards and benefits
• Life Assurance - Four times annual salary

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!

If you are successful in your application and join us at Vitality, this is our promise to you, we will:

• Help you to be the healthiest you’ve ever been
• Create an environment that embraces you as you are and enables you to be your best self
• Give you flexibility on how, where and when you work
• Help you advance your career by playing you to your strengths
• Give you a voice to help our business grow and make Vitality a great place to be
• Give you the space to try, fail and learn
• Provide a healthy balance of challenge and support
• Recognise and reward you with a competitive salary and amazing benefits
• Be there for you when you need us
• Provide opportunities for you to be a force for good in society

We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.