Business Consultant / Senior Consultant

ScreenedFull TimeJust posted
Bournemouth, Dorset, Dorset; South West England; England
Posted 1 day ago
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About the role

Team – Health Key Accounts \Full time, 35 hours per week.  \We are happy to discuss flexible working! \You’ll be the trusted virtual sales partner for Specialist Intermediary firms within our Key Accounts channel, playing a central role in growing our Micro SME new business pipeline and turning high‑quality opportunities into successful outcomes. Using digital channels as your primary way of working, you’ll build strong, meaningful broker relationships through engaging virtual meetings, new business reviews, product training and insightful portfolio performance discussions. Working closely with our Business Development Managers and National Sales Manager, you’ll help strengthen strategic intermediary partnerships, spot new Micro SME opportunities through specialist firms and aggregators and use sales insight and data to drive conversion. You’ll keep everything clearly tracked in Salesforce to ensure strong pipeline visibility and momentum, and when it really counts, you’ll also get out with the field team on accompanied visits to support relationship growth and key opportunities.  \Ensure all activity complies with the FCA Consumer Duty, delivering good outcomes for customer and meeting local, role-specific regulatory requirements. \Complete mandatory internal training relating to the systems, processes, and regulatory requirements relevant to the role, including ongoing Consumer Duty updates. \Proactively identify and escalate(via your line manager) any risks that may impact customer outcomes, the business, or third parties. \Report system, process, or service issues promptly to support continuous improvement and positive customer outcomes. \Experience building and managing customer or broker relationships (desirable)\n Familiarity with Salesforce or similar CRM systems (desirable)\n Strong presentation and training skills \n Bonus Schemes – A bonus that regularly rewards you for your performance \n A pension of up to 12%– We will match your contributions up to 6% of your salary \n Our award-winning Vitality health insurance – With its own set of rewards and benefits \n Life Assurance – Four times annual salary \Great career opportunities! \Help you to be the healthiest you’ve ever been \n Help you advance your career by playing you to your strengths \n Give you a voice to help our business grow and make Vitality a great place to be \n Provide a healthy balance of challenge and support \n Recognise and reward you with a competitive salary and amazing benefits \n We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.

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