Protection Advisor

About The Role

Team - Protection ( D2C Life Department)

Hybrid role -2 days a week in the Stockport office, 3 days based working from home. Training is up to 3 months in Stockport.

Basic salary £30,000- £34,000 is dependent on experience of selling protection and qualifications, plus we offer an excellent bonus on top.

What this role is all about

At Vitality, your hard work is rewarded every month. Our bonus scheme is designed to be simple, transparent and highly rewarding, giving advisers the opportunity to significantly increase their earnings on top of their basic salary. If you care about your customer and can provide an exceptional service in catering to their product requirements this maybe the role for you. This role is about the quality of the customer journey providing advice on Vitality Life products, building a rapport so through their choices they make the right one through us, as Vitality Life. This is over the telephone and can be direct with personal customers and our business customers too. We offer ongoing support, coaching and we focus on your development in your Vitality career. Previous experience of working in Insurance sales is required.

What you will you do as a Protection Advisor

• Providing exceptional service and advice over the telephone to our customers
• Time management is key as we are fast paced, and we have lots of customer needs to meet
• Proactivity in maintaining your knowledge being a driver in your own performance, knowing we will support in every step
• Ensuring that FCA and internal regulatory standards for advice provision are met
• Quality of advice provided is a must with every fact find, making sure you have everything documented along with the analysis and outcomes. Every conversation is important

What you need to thrive

• Experience within Financial Services is a must
• Confident telephone manner
• Full understanding and knowledge of the regulatory requirements of the FCA
• Strong Customer orientation and engagement skills
• Highly motivated with a drive to deliver sales targets and outstanding customer outcomes
• A driven individual with committed to person development and progression
• Strong Organisation skillswith the ability to manage personal time and focus to maximise productivity and results
• Financial services qualifications appropriate to the role, ideally CEMAP or R05

Join a Team That Rewards Success

At Vitality, we recognise and reward advisers who deliver great outcomes for customers while maintaining exceptional quality standards.

Whether you're an experienced adviser or looking to develop your career, our bonus structure provides a clear path to increasing your earnings every month.

Work Hard. Earn More. Grow With Vitality.

Why Advisers Love Our Bonus Scheme

• Paid Monthly (2 weeks in arrears)
• Competitive Basic Salary + Bonus
• Uncapped Performance Potential
• Additional Quality Awards
• Extra Payments for supplier Referrals
• Ability to Earn Up to 200% of Bonus Monthly

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!

If you are successful in your application and join us at Vitality, this is our promise to you, we will:

• Help you to be the healthiest you’ve ever been
• Create an environment that embraces you as you are and enables you to be your best self
• Give you flexibility on how, where and when you work
• Help you advance your career by playing you to your strengths
• Give you the space to try, fail and learn
• Provide a healthy balance of challenge and support
• Recognise and reward you with a competitive salary and amazing benefits
• Be there for you when you need us
• Provide opportunities for you to be a force for good in society

We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.

About Us

We’re incredibly proud to be recognised for the culture we've created — recently being named one of Glassdoor’s Best Places to Work 2026, and in 2024 we were delighted to be awarded Top 10 Places to Work in the Sunday Times Awards.

Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.

We’ve been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives – they benefit, our business benefits, and society benefits. We’re successful because we attract, develop, and retain the best people – and because we care.

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.

Ready to find out if we’re the right fit for you? We can’t wait.

Diversity & Inclusion

At Vitality, we’re committed to diversity and inclusion because it’s good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.

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. #LI-Hybrid

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