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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in broker distribution and sales coaching, with a strong focus on compliance and regulatory requirements. Capable of conducting risk-based reviews, delivering structured feedback, and implementing process improvements to enhance broker capability and customer outcomes.
Highest-signal resume keywords
Broker Distribution ExperienceSales Coaching ExpertiseCommercial SME Insurance KnowledgeRegulatory Compliance UnderstandingAnalytical Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quality AssuranceProcess ImprovementRisk-Based ReviewsData InterpretationObjection Handling
Soft Skills
Exceptional Communication SkillsRelationship BuildingCoaching Ability
Certifications & Qualifications
CII Qualification
Industry Keywords
FCA GuidanceConsumer DutyTele Sales EnvironmentGovernance FrameworkAudit Trail
About the role
Key responsibilities & impact- Developing broker capability and coaching
- Run monthly coaching cycles – reviewing broker calls and files and delivering structured feedback
- Design and deliver learning on objection handling and creating good customer outcomes
- Partner with sales leaders and technical controls and compliance teams to ensure conversation diagnostics and good broking practice is maintained across teams and ongoing monitoring is managed by team leaders
- Conduct risk based reviews following call listening and post call audits to defined standard
- Monitor and align action planning to regulatory compliance reviews
- Document findings and possible remediation where issues have been identified
- Maintain an audit trail for regulatory reviews
- Chair monthly quality and coaching huddle – agree top themes and feedback to sales operations
- Work with Technical and Compliance to approve wording and guardrails
- Work with Technical Controls team to ensure brokers are following the right procedures and asking the right questions to fully understand the risk.
- Complying with regulatory requirements, including Data Protection and FCA guidance, as well as adhering to our governance and control framework
Requirements
What you’ll need- Experience in broker distribution, sales coaching, QA / Compliance
- Expertise in Commercial SME Insurance with strong understanding of broker processes in a tele sales environment
- Proven track record in developing broking and sales capability in a compliant manner
- Strong understanding of Consumer Duty, FCA expectations and relevant controls
- Analytical mindset to interpret MI, identify patterns and to translate QA data into practical coaching and process changes
- Ability to build strong relationships with the operations team and sales leadership to act as a trusted advisor to sales areas
- Process improvement focus to investigate root cause analysis and define appropriate solutions
- Exceptional written and oral communication skills
- Progress towards relevant qualifications such as CII is preferred
Benefits
Comp & perks- Private healthcare cover
- Employee Assistance Programme, including a virtual GP service, priority physio & talking therapies
- Eyecare scheme
- 25 days annual leave, increasing with tenure
- 1 paid family & religious day of leave per year - following successful probation period
- 1 paid charity volunteering day per year
- Option to buy/sell up to an additional 3 days leave per year
- Enhanced maternity, paternity or shared parental leave
- 2 days off for your wedding upon joining, and up to 5 days after 2 years' service
- Auto-enrolled salary sacrifice pension scheme
- Life assurance
- Season ticket Loans, salary advances & loans to buy/rent a home – based on tenure
- Cycle to work scheme
- Highflyers incentive, a VIP experience for our high performers across Bionic group to celebrate success
- Company summer & Christmas party celebrations, business and local zonely & annual awards and recognition
- Long service awards
