About The Role

Team – Distribution

Working Pattern - Hybrid – 2 days per week in the Vitality Stockport/Bournemouth or London Office. Full time, 37.5 hours per week.

We are happy to discuss flexible working!

Top 3 skills needed for this role:

Strong ability to create engaging training materials (videos, webinars, documentation).
Deep understanding of Sales force
Proactive in identifying challenges and leveraging AI for efficiency

What this role is all about:

Lead the adoption of sales technology and tools, with an initial focus on Salesforce, across the IFA distribution channel. Drive best practices to ensure effective utilisation and integration.

Key Actions

Translate user needs and problem statements into requirements for developers and collaborate with the Product Owner to schedule into delivery roadmap
Act as a bridge between end-users and technical teams, ensuring effective communication and solutions meet business needs.
Proactively identify user challenges and provide solutions or additional training as needed.
Create engaging materials, including documentation, tutorials, videos, and webinars to support users understanding and adoption.
Collaborate with the sales teams to identify opportunities to create efficiencies in the sales process
Leverage AI capabilities to drive operational efficiencies and improve user experience.
Collaborate with sales management to identify enhancements or changes to business processes and translate this into workable solutions
Promote and reinforce data accuracy and hygiene through targeted training and ongoing monitoring
Equip users with the knowledge to generate and interpret meaningful reports and dashboards
Work closely with Sales management and internal stakeholders to align training with strategic goals
Conduct onboarding sessions and ongoing training for existing staff to reinforce best practices.

What do you need to thrive?

Essential

Experience as a trainer, sales operations specialist, or a similar role with knowledge of Salesforce
Strong understanding of sales processes
Excellent communication and presentation skills, with the ability to translate technical concepts into user friendly terms.
Proficiency in creating engaging training materials and using digital collaboration tools.
Strong organisational skills
Proactive and problem solving attitude.
Analytical with the ability to interpret data and provide insights
Experience of using AI
Confident individual with ability to work on own initiative
Ability to travel
Salesforce Administrator certification or equivalent experience.
Financial services sales experience
Relevant experience in an Information Technology.

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 a voice to help our business grow and make Vitality a great place to be.
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 really excited to announce that we have recently been awarded "Top 10 Best Places To Work" in The Sunday Times Awards 2024!

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.

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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

If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early. If you are interested, please submit your application as soon as possible.

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