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SalaryAbout The Role
Team – Intermediary Sales Quality
Working Pattern - Hybrid – 2 days per week in any of the Vitality Offices (Bournemouth, London or Stockport). Full time, 37.5 hours per week.
Top 3 skills needed for this role:
- Ability to communicate professionally with internal and external partners
- Able to analyse and report on information in a succinct and timely manner
- Capability to prioritise and manage own workload
What this role is all about:
As a Compliance & Quality Officer, you will carry out effective monitoring of intermediated sales channels and brokers to ensure that poor conduct is identified and acted upon. You will undertake face to face and remote based broker quality reviews and audits and you will be an escalation point for wider risk teams.
Key Actions
- Review, liaison and action of remedial actions pertaining to quality scorecards
- Audit, reporting and remedial action tracking for broker sales quality / compliance reviews.
- Broker sales file audits (inclusive of call audit where applicable)
- Assessment and reporting on firm systems and controls including but not limited to:
- Sales supervision
- Training and competency arrangements
- Sales process and advice quality
- Complaints handling
- Financial management and provisioning
- Quality Assurance frameworks
- Consumer Duty adherence
- Provision of relevant best practice content for learning and development teams
- Provide commentary against broker oversight packs and Broker Risk related action updates
- Liaise with wider business units to glean insights on broker risk issues (Underwriting, servicing etc.)
- Review / interrogation of complaints data – trend analysis and proportionality of book
- Educated to A level or equivalent
- > 5 years experience within regulated protection sales industry
- Advanced working knowledge of Microsoft Excel and data consolidation / analysis
- Experience of quality management and sales development with regulated protection sales
- Strong balance of risk / quality vs commercial imperatives
So, what’s in it for you?
- 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!
Who We Are
At Vitality, everything we do is driven by our core purpose. To make people healthier and to enhance and protect their lives through our market-leading health and life insurance and the Vitality Programme. We empower our members to take control of their wellness and develop long-term healthy habits.
Diversity & Inclusion
We’re committed to diversity and inclusion because it’s good for our employees, for our business, and for society. To learn more please visit our Careers page.
Vitality’s approach to sustainability
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.
About Us
Vitality is a multi award-winning UK insurance brand, here to make the world a healthier, happier place.
Apart from offering some of the best cover out there, we help people take control of their health. We also help them get healthier, by giving them great rewards when they do healthy things.
As a brand with a challenger mindset, anyone who can show us a better way to do things is someone we want to work with. So when you join us, expect a positive environment and plenty of opportunities to grow your career. You’ll also have some brilliant teammates to support you and a dynamic work schedule to build your skills.
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.
Hybrid and flexible working is also a key part of our organisational setup. So there’s no need to ask. Let’s talk about it at interview stage, so we can make your role work for your lifestyle. #Li-Hybrid
Ready to find out if we’re the right fit for you? We can’t wait.
