Reporting to the Head of Intermediated Sales Quality, the role is to own, enhance and report on distribution quality management (DQM) within the business’ intermediated distribution chains.

Key Responsibilities

• Promote protection sales quality within adviser firms through the monitoring of sales quality scorecards and the profitability.

• Take action with adviser firms based on these scores by co-ordinating:

• Terms alterations

• Targeted training / coaching

• Enhanced Service offerings;

• Targeted risk controls

• Provide the business with regular reports on progress and KPI measurement.

• The role requires working with a variety of stakeholders and subject matter experts at all levels of the business as well as some nationwide travel between offices, it’s franchise partners and end distributors where required.

Accountabilities

• Collation, analysis and dissemination of sales quality scorecards.

• Quality coaching on best practice and practical ways to embed quality within broker firms.

• Augmentation of commission terms and added value propositions to reward high quality firms and penalise those of poor quality.

• Be a point of contact and ambassador for distribution quality management to both external brokers and internal sales support functions.

• Liaise closely with senior distribution stakeholders to define, promote and embed sales quality practices in conjunction with commercial imperatives and sales targets.

• Provision of relevant best practice content for learning and development teams.

• Manage DQM communications and actions tracking through CRM platform.

• Track and report on the efficacy of DQM efforts through monitoring of quality KPIs and profitability of new business inflows.

• Contribute to discussions with the business’ reinsurance partners regarding the management of protection sales quality.

Skills Required

• Experience within regulated protection sales industry.

• Work experience with an FCA regulated protection / insurance broker.

• Advanced working knowledge of Microsoft Excel and data consolidation/analysis.

• Experience of quality management and sales development with regulated protection sales.

• Strong balance of risk / quality vs commercial imperatives.

• Excellent verbal and written communication skills.

• Ability to convey complicated ideas in a simple, relatable way as well as achieve by in to pushing quality focused agenda.

• Diplomacy and tact in dealing with business sensitive information

• Ability to multi-task and prioritise activities.

• Able to analyse and report on data - Data manipulation, Formula creation, Charts and graphs, Pivot tables.

• Ability to produce accurate reports within short time periods.

• Demonstrate a high attention to detail in performing tasks.

• Self-starter able to work under pressure to tight deadlines.

• Able to work both independently and within a team environment.