About The Role
We are seeking an enthusiastic, professional individual to join our team as a Protection Consultant. You will effectively manage sales and relationships with a panel of Financial Advisers, on both new and existing accounts, to acquire new business and maintain profitable business for LV=. You’ll accurately present the LV= Protection proposition, both over the phone and in person (when required), develop new leads, and help advisers to develop their current protection business. This role is primarily remote; however, quarterly office visits and attendance at some face-to-face adviser events will be required.
About You
Our ideal candidate will…
1. Be a skilled and competent individual, with experience of working in a targeted/sales-focused role.
2. Comfortably work independently, prioritise workload in order to meet targets accurately, and be responsible for delivering business requirements within agreed timeframes.
3. Be empathetic, and genuinely have our customer's best interests at heart.
4. Possess strong numerical and literacy skills.
5. Competently be able to use computer programmes such as Excel, Word, PowerPoint, Outlook and relevant CRM systems.
6. Be self-motivated, with excellent planning and organisational skills.
7. Have experience of working within Financial Services (desirable but not essential).
8. Be willing to obtain R01 and R05 accreditations within the first 12 months of the role.
Key Responsibilities
1. Delivering agreed business goals from an allocated regional panel (to be identified and managed via a business plan, and Key Account plans where appropriate).
2. Achieving individual financial targets (where appropriate) for business volumes and premium income, in accordance with the required business mix.
3. Ensuring that excellent customer outcomes and conduct risk are adhered to.
4. Attending network events and roadshows when required, and providing in-person support.
5. Developing consistent support from adviser firms, increasing the number of supporting advisers within a firm, and the breadth of protection products sold.
6. Exceeding the required minimum levels of operational activity in all key areas (minimum levels are set to achieve core business targets).
7. Observing risk events and reporting these to the Risk Manager where appropriate.
8. Maintaining and developing your knowledge of the LV= Protection proposition, competitor product offerings, and our competitive positioning.
9. Ensuring your own technical and sales skills are up-to-date and strong.
10. Achieving and maintaining sales competence and CRM records, in line with LV= standards.
11. Working as a member of the Sales team to achieve the corporate goals, placing the achievement of the team and LV= goals above the achievement of personal goals.
12. Managing all business dealings (appointments, entertaining, record keeping, etc.) in accordance with LV= compliance procedures.
Rewards & Benefits
At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes:
1. 26 days' holiday – increasing after two years of service to 28 days.
2. The opportunity to buy or sell up to five days of holiday.
3. An annual bonus scheme based on company and personal performance.
4. Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance.
5. Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements).
6. Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover).
7. Group Income Protection, if you enrol into the pension scheme and reach 5 years of service.
8. Employee Assistance Programme (EAP) service for support when you need it.
9. Virtual GP service.
10. Shared parental leave.
11. Up to 20% discount on our life products for you and your immediate family.
About Us
Here at LV= Life and Pensions we love to hear from great people, so don’t forget to connect with us on social media. We’re proudly an equal-opportunity employer and we highly value diversity and inclusivity. We don’t discriminate on race, religion, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We’re also open to conversations about flexible working as part of your application - if it’s right for our customers, our business and for you, then we’ll do everything we can to make it happen.
Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.
Please note that any successful internal colleagues will be offered a secondment opportunity. The secondment policy is available on the intranet for internal colleagues.
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