Sales Adviser - Health Insurance

Team – D2C Health Department

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

We’re happy to discuss flexible working!

Top 3 Skills

• Proven sales skills and a drive to achieve great results
• Confident, engaging communication
• Strong organisation and pipeline management

What This Role Is All About

If you love talking to people, enjoy the buzz of making a sale and want to build a career where your success can take you further, this could be the role for you.

As an Insurance Adviser, you’ll have great conversations with customers who are looking for health insurance, getting to know what matters to them and helping them find the right Vitality cover. You’ll bring our products to life, clearly explain the benefits of choosing Vitality and turn customer interest into confident buying decisions.

This is a role where you can really own your results. You’ll manage your own customer pipeline, follow up opportunities and work towards sales targets, while always making sure customers receive the right advice and a brilliant experience.

We’re looking for someone who has proven sales experience, ideally within financial services or a contact centre, and who knows how to build rapport quickly. You’ll be confident, motivated and commercially minded, with the ability to influence and close a sale without ever losing sight of what’s right for the customer.

And your career doesn’t have to stop here. This role can open the door to progression into a Protection Adviser position, where you’ll have the opportunity to gain financial services qualifications, develop your expertise in Life Insurance and take the next step in your sales career with Vitality.

Key Actions

• Have engaging sales conversations with customers looking for health insurance, understanding their needs and helping them choose the right Vitality cover.
• Turn customer interest into sales by confidently explaining our products, benefits and what makes Vitality different.
• Bring our wellness rewards to life, from gym discounts and fitness devices to Cinema Rewards, helping customers understand the added value of Vitality.
• Build strong rapport, ask great questions and tailor your recommendations to each customer.
• Take ownership of your personal sales pipeline, following up opportunities at the right time and keeping conversations moving.
• Work towards individual and team sales targets while delivering positive customer outcomes.
• Make sure every customer has the information they need to make an informed decision, in line with FCA and internal requirements.
• Keep building your product knowledge and sales skills through coaching, training and ongoing development.
• Share ideas and best practice with your team, celebrating successes and learning from each other.
• Be a brilliant ambassador for Vitality and our mission to make people healthier and enhance and protect their lives.

What You Need to Thrive

• Previous sales experience, ideally within financial services or a contact centre environment.
• A genuine passion for sales, with the motivation to achieve and exceed targets.
• A confident and engaging telephone manner, with the ability to quickly build rapport.
• Strong customer engagement skills and the ability to understand what really matters to each customer.
• Great organisation and pipeline management skills, so you can balance new opportunities with timely follow-ups.
• A results-focused mindset with the ability to stay motivated in a busy sales environment.
• An understanding of FCA requirements, ideally gained within a regulated financial services environment.
• A positive attitude and a real desire to learn, develop and progress your career.

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.