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- Provide strategic and consultative advice, broking and day-to-day guidance to clients; across healthcare and wellbeing strategy
- Bring market leading Insights and Thought Leadership across a range of sectors supporting clients wellbeing strategy and development
- Identify, attract, and pursue growth across both existing and new business to WTW; using initiative and sales skills to bring the full value of WTW to clients
- Project manage and oversee the successful renewal process for a portfolio of clients
- Management of own client and prospect portfolio in line with the standards of business practice defined by WTW
- Contribute to the overall business strategy through conceptual ideas and innovation
- Mentoring of other colleagues will be required with a view to supporting the overall strategy for training and development across the wider team
- To assess the best products and service options in relation to the requirements of each client.
- To ensure best advice is given at every stage of the sales/renewal process and adherence to regulatory requirements is observed
- Required to work closely with the support team(s), assisting in the preparation of quotations and client reports; ensuring the completed review document accurately reflects the requirements of the client and covers all options available for discussion
- Networking with colleagues from the wider WTW organisation and business partners to identify growth opportunities, connecting multi-nationally
- Strong Provider relationships are essential to management of all existing and prospective clients
- Full compliance with the completion of data entry onto the CRM system; checking sales/performance figures on a monthly basis to ensure that they reflect the jobholder’s performance in according with their target
- Proven experience within the UK Health and Wellbeing benefits market sector in a client facing, commercial role
- In-depth knowledge of UK healthcare and risk benefits (Healthcare plans, Dental, Cash Plans, EAP GIP, GLA, Critical Illness, flex etc with. Expertise in one or other will be suitable, although strong knowledge to be able to talk across a clients benefits strategy will be required.
- Consultative and strategic sales professional who can deliver against growth targets
- A good knowledge of relevant products, providers and funding options available in the marketplace
- Attention to detail and ability to work at pace with competing deadlines
- Ability to take new research, thought leadership or concepts to clients and explain their relevance
- IT literacy and an ability to adopt with ease new processes and procedures
- Understanding of the FCA regulations and their impact on the job role, including principles and rules relating to confidentiality, GDPR, TCF etc.
- A professional and approachable manner with all internal and external clients
- Enhanced abilities in numerical and verbal reasoning; ideally qualified to degree level or equivalent
- Qualified to Cert CII standard, or willingness to attain IF7, GR1 & IF1 modules
- A strong influencer and negotiator whose skills can be encouraged in others.
