Job Overview
To support the growth and development of broker/Financial Adviser relationships through a combination of business development activity, adviser support and administrative excellence. Representing the 3rd largest UK Insurance company Vitality Life and Health.
The Associate Business Consultant will work closely with Business Consultants to deliver exceptional broker experiences, identify growth opportunities, maintain effective business plans and contribute towards achieving franchise objectives.
The role is an entry level opportunity for the right graduate to start their career in Financial Services in a supported mentored environment.
BEHAVIOURS & COMPETENCIES
Relationship Building
Build and maintain positive working relationships with brokers, advisers and internal stakeholders. Demonstrate professionalism and credibility in all interactions.
Achievement Drive
Take ownership of personal objectives and contribute to franchise growth through proactive activity and consistent deliver.
Communicate clearly and confidently both verbally and in writing. Present information professionally and build rapport with advisers and brokers.
Planning & Organisation
Effectively manage competing priorities, maintain accurate records and support delivery of business plans and growth objectives.
Commercial Awareness
Develop an understanding of franchise performance, sales activity, broker segmentation and growth opportunities.
Agility & Adaptability
Respond positively to changing priorities and business requirements while maintaining a high standard of service.
Team Collaboration
Work closely with Business Consultants and Head Office teams to deliver outstanding outcomes.
Ownership & Accountability
Take responsibility for assigned brokers, activities and reporting requirements, demonstrating reliability and attention to detail.
CORE STRENGTHS
Building relationships and developing rapport quickly
Organising and prioritising workload effectively
Working with data and management information (MI)
Identifying opportunities for business growth
Managing multiple tasks in a fast-paced environment
Using Microsoft Office packages and CRM systems
Delivering excellent customer service Confident telephone and virtual engagement with brokers
Delivering presentations and training sessions
Using MI to identify opportunities and trends
Supporting successful sales and marketing initiatives
YOU'VE GOT
Experience in customer service, sales support/operations, account management or business development an advantage but not essential.
Strong communication and relationship-building skills
Good understanding of Microsoft Office applications
Data analysis and AI/Co-pilot experience useful
Full driving licence where field-based activity is required
A TYPICAL DAY MIGHT INCLUDE
Supporting an allocated panel of brokers alongside a Business Consultant
Conducting broker review calls and virtual meetings
Identifying opportunities to increase revenue and broker engagement
Maintaining accurate records, action plans and CRM updates
Producing and analysing management information
Supporting business planning and achievement of team targets
Co ordinating broker communications and follow-up actions
Assisting with sales and marketing campaigns
Delivering training and presentations to brokers where appropriate
Responding proactively to broker enquiries and requirements
Working with Case Managers and Head Office teams to achieve positive client outcomes
Supporting new broker acquisition and onboarding activity
Adhering to governance, compliance and process requirements
Undertaking other reasonable duties that support the success of the franchise
Pay: £28,500.00-£30,000.00 per year
Benefits:
- Company events
- Company pension
- Health & wellbeing programme
- Private medical insurance
- Sick pay
- Work from home
Work Location: Hybrid remote in London WC2R
