Central London / West End
£Competitive + Bonus + Benefits
Vitality is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business.
Our CORE PURPOSE is to make people healthier and to enhance and protect their lives. From people to products and processes, we aspire to deliver on our purpose in everything we do.
Our VISION is to be the BEST health insurer in the UK
We are looking for talented individuals who are committed to living our values and delivering an award winning service to our customers.
Overall Job Purpose
Support the Head of Key Accounts in managing and developing IFA investment, protection and health accounts in the UK.
Prospect and build a panel of IFA accounts
Meet and exceed Vitality sales targets and objectives within the IFA investment, protection and health marketplace.
Help to develop Vitality’s overall product and service proposition
Establish strong long-term relationships with key intermediaries, demonstrating a thorough understanding of each account's business and delivering appropriate solutions
Be the focal point between IFA distribution areas and Vitality product and servicing areas to maximise and facilitate cost effective APE for both businesses.
To exceed individual Life, health and Investment sales targets Key Account Managers work with a panel of supporting, non-supporting and prospect IFA firms of all sizes to enable Vitality sales. Enthusiastic and tenacious, Key Account Managers can open doors, build relationships and embed themselves into IFA businesses to not only gain Vitality market share but help the firms they support achieve their own objectives.
Treating your panel like your own business this field based role requires self-motivated individuals to plan their own diary, exceed 10+ meetings a week and in turn grow their business whist achieve key quality metrics.
Work with the Head of Key Accounts to develop and implement business plans for each account to support delivery of APE and profits targets
Maximise use of management information to measure and co-ordinate development and training resources to supporting accounts.
Maintain strong business and working relationships and interact at an appropriate level within your accounts to deliver sales for maximum profit and growth. Roll out planned campaigns and initiatives on time and within the required joint objectives of the accounts
Develop joint propositions to target and sell to the accounts various customer bases, ensuring that business cases are agreed and all aspects of the initiatives are fully co-ordinated and integrated both with them and internally to maximise cost/value benefit
Plan and be responsible for the delivery of product training, sales ideas and technical training to your accounts and intermediaries
Manage key cases and significant new business enquiries to ensure effective conversion of high quality business.
Manage own skill and knowledge development and share knowledge and expertise with other Account Managers
Ensure that all colleagues within Vitality are regularly kept informed of any significant changes to competitor activity or product within each Key Account
Keep up to date on product, industry, technical and customer issues
Take personal responsibility for ensuring compliance and regulatory requirements are met
Skills and Experience Required
Demonstrable experience of the UK health or protection insurance market or a successful track record within B2B environment.
Results-oriented achiever with a proven sales track record in developing business
Ability to create an immediately credible impact
Creative problem solver
Confident in communicating to groups
Exceptionally self-driven and ability to work on own initiative and to an agreed business plan
Ability to negotiate and use a range of influencing styles to achieve results
Committed team player
Proven ability to build strong personal relationships with both internal and external resources in order to achieve business goals
Flexible, able to thrive working on your own initiative
CII qualifications desirable – RO5, IF7, LP2
Working for Vitality, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. We think work should be fun and sociable, and we want our people to get the most out of every day.
Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved.