Team – Health Key Accounts
Working Pattern – Bournemouth. Full time, 35 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role:
1. Exceptionally organised and commercially sharp, able to prioritise fast‑moving opportunities and keep a busy sales pipeline on track.
2. A confident, influential communicator who builds trust quickly, handles objections with ease and engages partners at every level.
3. Highly driven and results‑focused, bringing energy, resilience and ambition to turn opportunity into conversion.
What this role is all about:
You’ll be the trusted virtual sales partner for Specialist Intermediary firms within our Key Accounts channel, playing a central role in growing our Micro SME new business pipeline and turning high‑quality opportunities into successful outcomes. Using digital channels as your primary way of working, you’ll build strong, meaningful broker relationships through engaging virtual meetings, new business reviews, product training and insightful portfolio performance discussions. Working closely with our Business Development Managers and National Sales Manager, you’ll help strengthen strategic intermediary partnerships, spot new Micro SME opportunities through specialist firms and aggregators and use sales insight and data to drive conversion. You’ll keep everything clearly tracked in Salesforce to ensure strong pipeline visibility and momentum, and when it really counts, you’ll also get out with the field team on accompanied visits to support relationship growth and key opportunities.
Key Actions
4. Ensure all activity complies with the FCA Consumer Duty, delivering good outcomes for customer and meeting local, role-specific regulatory requirements.
5. Successfully complete and maintain a high standard across all required product accreditations.
6. Act with integrity, professionalism, and due skill, care and diligence at all times.
7. Ensure customer outcomes consistently align to the Consumer Duty principles, with communications across all channels that are clear, fair and not misleading.
8. Complete mandatory internal training relating to the systems, processes, and regulatory requirements relevant to the role, including ongoing Consumer Duty updates.
9. Proactively identify and escalate(via your line manager) any risks that may impact customer outcomes, the business, or third parties.
10. Report system, process, or service issues promptly to support continuous improvement and positive customer outcomes.
What do you need to thrive?
11. Excellent organisation and time management skills, with the ability to multitask and prioritise effectively
12. Strong interpersonal and communication skills, with confidence engaging and influencing people at all levels
13. A confident, credible and authoritative communicator, comfortable handling objections and persuasive conversations
14. Results‑focused mindset, with high personal ambition, resilience and a strong drive to succeed
15. Self‑motivated and persistent, able to work on your own initiative as well as collaboratively within a team
16. Experience building and managing customer or broker relationships (desirable)
17. A proven track record of achieving or exceeding sales targets
18. Previous experience working with brokers, IFAs or intermediaries (desirable)
19. Familiarity with Salesforce or similar CRM systems (desirable)
20. Strong presentation and training skills
21. CII IF7 accreditation (desirable)
So, what’s in it for you?
22. Bonus Schemes – A bonus that regularly rewards you for your performance
23. A pension of up to 12%– We will match your contributions up to 6% of your salary
24. Our award-winning Vitality health insurance – With its own set of rewards and benefits
25. 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:
26. Help you to be the healthiest you’ve ever been
27. Create an environment that embraces you as you are and enables you to be your best self
28. Give you flexibility on how, where and when you work
29. Help you advance your career by playing you to your strengths
30. Give you a voice to help our business grow and make Vitality a great place to be
31. Give you the space to try, fail and learn
32. Provide a healthy balance of challenge and support
33. Recognise and reward you with a competitive salary and amazing benefits
34. Be there for you when you need us
35. 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.