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.