Workplace savings consultant

Salary Description:
60-65k Per Annum
Location Description:
Leeds or Manchester preferable
Job Role:
Employment Type:
Contract Type:
Application Deadline:
14th September 2021
ORB People
Job Ref:
Workplace consultant

 What can you expect?

A Workplace Savings Consultant should have a detailed knowledge of the pensions industry and additionally have a working knowledge of the areas of: Flexible Benefits, Healthcare, Group Risk and the Employee Benefits market.


What you will be rewarded with?

·         Good work life balance with a competitive salary and flexible working.

·         Performance related bonus scheme.

·         Comprehensive flexible benefits program including: excellent pension contributions, private health insurance, pension, employee assistance     program, career mobility, employee. network groups, volunteer opportunities, and other programs.

·         25 days’ holiday with the option to buy or sell up to 5 days per year.


We will count on you to:

·         Develop and retain a portfolio of existing customers to grow revenue.

·         Sales should be generated to meet and exceed agreed targets.

·         Provide exceptional customer service and manage the customer relationship.

·         Be responsible for maintenance of contracts with at least 75% of the portfolio within a three year initial period on a rolling basis.

·         Assist finance in managing debts.

·         Re-contract all customers as their initial period approaches the expiry date.

·         Retain 95% of customers’ year on year.

·         Generate business opportunities for specialists within other areas of MMB and the wider MMC group.

·         Be responsible for ensuring that all business for which he/she is responsible meets the quality standards as required by the Company.


What you need to have:

·         Proven experience in a similar consulting role.

·         Qualified to a minimum of QCF2 and working toward QCF4.

·         Proven track record of client retention and new business generation.


What makes you stand out:

·         Innovative solution provider;

·         Can do attitude;

·         Self-starter. 

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