Consulting Online Executive

About The Role

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Team Digital Business
Working Pattern - Hybrid 2 days per week in the Vitality Stockport Office. Full time, 35 hours per week.
Top 3 skills needed for this role: Problem solver
Proactive
Target focussed
What this role is all about:
Proactively outbound dialling Contacting a panel of IFAs/brokers, completing soft fact finds and effectively objection handling to book in quality introductory calls with Business Consultants, intern contributing to departments APE target & driving the number of new writers. Additionally, managing telephone lines by taking inbound calls and dealing with enquiries effectively or transferring to correct department. Taking a systematic approach managing Business Consultants diaries. Cleansing data via the FCA/Company House websites, data gathering and updating records on CRM systems.
Key Actions Calling advisers, completing soft Fact finds.
Driving number of contacts & number of quality appointments booked.
Answering Inbound calls dealing with enquiries effectively and efficiently.
Proactive outbound telephone contacts.
Ability to listen and overcome objections.
Cleansing data, updating contacts, utilising FCA register and Companies House.
Effective record keeping, updating CRM systems.
Working to targets & KPIs.

What do you need to thrive? Effective listening skills
Organisational skills.
Use of Microsoft Excel
Written and telephonic communication skills.
Multi-tasking
Self-driven
Results Driven
Great work ethic
So, whats 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 successfulin your application and join us at Vitality, this is our promise to you, w e will: Help you to be the healthiest youve 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.

About The Company
Were incredibly proud to be recognised for the culture we've created recently being named one of Glassdoors Best Places to Work 2026 , and in 2024 we were delighted to be awarded Top 10 Places to Work in the Sunday Times Awards.

Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.

Weve been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives they benefit, our business benefits, and society benefits. Were successful because we attract, develop, and retain the best people and because we care.

Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.

Ready to find out if were the right fit for you? We cant wait.

Diversity & Inclusion
At Vitality, were committed to diversity and inclusion because its good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.
Vitalitys approach to sustainability
Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page. #LI-Hybrid
If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early. If you are interested, please submit your application as soon as possible. xwzovoh
Remote working/work at home options are available for this role.