Consulting Online Executive

Team
- Digital Business

Working Pattern – Hybrid – 2 days per week in the Vitality Stockport Office. Full time, 35 hours per week.

We are happy to discuss flexible working!

• Organisation and time management
• Proactive
• Good at problem solving

Proactively outbound dialling Contacting a panel of IFA’s/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.

• 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 & KPI’s.

• Effective listening skills
• Organisational skills.
• Use of Microsoft Excel
• Written and telephonic communication skills.
• Multi-tasking
• Self-driven
• Results Driven
• Great work ethic

• Understanding & Experience with in the Financial Services Industry

• 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!

• 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.

We’re incredibly proud to be recognised for the culture we've created — recently being named one of Glassdoor’s 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. We’ve 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.

We’re 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 we’re the right fit for you? We can’t wait.

At Vitality, we’re committed to diversity and inclusion because it’s good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.

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