Team – Health Distribution
Working Pattern - Home based, with regular regional and UK travel. Full time, 35 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role:
- Business development and relationship management across IFA franchise networks, protection advisers and intermediary distribution partners, identifying and converting opportunities to increase PMI penetration and share of wallet.
- Pipeline generation, opportunity management and sales performance analysis, using MI and market insights to drive lead conversion, track franchise performance and maximise new business growth.
- Influencing, coaching and stakeholder engagement, working with franchise principals, protection advisers, regional sales teams and key decision makers to build PMI knowledge, embed sales behaviours and unlock cross-sales opportunities.
What this role is all about:
This is an exciting opportunity to make a real impact, helping to grow Vitality Health by developing Private Medical Insurance (PMI) sales through our network of independent financial advisers, alongside smaller specialist Private Medical Insurance firms. You’ll work closely with advisers to build their confidence in talking about health, spot opportunities within their existing client base and, importantly, turn those opportunities into new business production. Playing a key role in supporting our IFA Franchise Distribution model, you’ll bring energy, commercial focus and hands on support to help advisers make PMI a bigger part of their customer conversations, ultimately helping more people access health cover and wellbeing support that can help them live healthier, happier lives.
Key Actions
• Build and deliver a commercially focused regional business plan, using clear priorities, measures and review points to drive sustainable growth.
• Develop trusted relationships with brokers, advisers, consultants and strategic accounts, creating account plans that increase engagement, quotations, conversion and advocacy.
• Own opportunities from identification and quotation through to negotiation, onboarding and handover, stepping in where specialist or senior support will improve the outcome.
• Use pipeline data, management information and market insight to prioritise activity, produce reliable forecasts and act quickly on risks or opportunities.
• Coach and support regional and office-based colleagues with product, market and sales expertise so they can progress health opportunities confidently within their own panels.
• Represent Vitality Health in client meetings, presentations, seminars and industry forums, while feeding customer, competitor and intermediary insight back into channel plans.
What do you need to thrive?
• Demonstrable experience in the UK health insurance market, or a strong sales track record in an intermediated financial services environment.
• A proven record of delivering sales growth through brokers, advisers, consultants or strategic distribution partners, with confidence in commercial negotiation and senior stakeholder discussions.
• Experience using pipeline and performance information to improve conversion, manage portfolio quality and balance new-business growth with strong customer outcomes.
• The ability to work independently from a home base, plan activity across a region, coach colleagues effectively and travel regularly in line with business priorities.