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AI Summary
The Protection Adviser will manage and grow relationships with a portfolio of advisers, providing support and promoting Omni Protect propositions via various engagement channels. This role involves driving sales, meeting targets, and utilizing data analysis to identify growth opportunities within the protection sector.
Protection Adviser
Department: Omni Protect
Employment Type: Permanent - Full Time
Location: Huddersfield
Reporting To: Managing Director, Omni Protect
Description
If you’re passionate about supporting intermediaries, driving sales, and being part of a dynamic and growing team, we encourage you to apply for this role with Omni Protect!
We're looking for an experienced customer service professional to join our telephone account management team. You'll have a working knowledge of the protection sector (including health insurance) and have worked with advisers along with having a passion for delivering a great service.
Omni Protect is the UK’s largest protection club, supporting over 4,000 directly authorised firms with a bold mission: to simplify protection advice, elevate quality, and improve client outcomes across the financial services industry.
Role Overview:
In essence, you'll be working in a team who provide a one-stop shop for intermediaries with protection questions. Most queries will come in via inbound calls and the role is a great training ground for aspiring protection account managers.
In essence, you'll be working in a team who provide a one-stop shop for intermediaries with protection questions. Most queries will come in via inbound calls and the role is a great training ground for aspiring protection account managers.
Internally, this role is called Protection Telephone Account Manager.
What you'll do
- Account Management: Maintain and grow relationships with a portfolio of advisers, providing regular support and promoting Omni Protect propositions.
- Sales & Promotion: Communicate the value and distinct benefits of Omni Protect’s s protection proposition to advisers, driving increased business and ensuring sales targets are met.
- Client Engagement: Use telephony, social media, online presentations, and email marketing to engage advisers and maximize sales opportunities.
- Influence: Use strong communication skills to negotiate agreements and deliver best outcomes with advisers.
- Strategic Contributions: Actively contribute to Omni Protect’s protection sales targets and volume targets through strategic account management.
- Data Analysis: Use data to analyse account performance, identify growth opportunities, and make informed business decisions.
- Technology & Referral Enablement: Develop a strong understanding of Omni Protect’s technology solutions and referral pathways, and confidently engage with members to identify opportunities, generate leads, and promote the most suitable referral options.
What you'll need to succeed:
Essential requirements:
- Previous experience in financial services sales, particularly in the protection sector.
- A commitment to professional exams, with a minimum requirement of R01 & R05 (or equivalent qualifications).
- Strong verbal and written communication, with excellent networking and collaboration skills.
- Demonstrable experience in a sales environment, particularly within financial services and the protection market.
- Adept at analysing and interpreting data to support decision-making and optimise business outcomes.
Your approach to work:
- Delivering strong customer service
- Comfortable working in a sales and target-driven environment
- Professional and hungry to learn
Important to know:
Location:
This is a remotely based role but if you like working from the office, you could be hybrid from our Huddersfield HQ.
This is a remotely based role but if you like working from the office, you could be hybrid from our Huddersfield HQ.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
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