Phoenix Group

1 day ago

Annuity Broker Quote Specialist (6 months Secondment / FTC), RS&AM

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Serve as a trusted first point of contact for advisers, brokers, and intermediaries in the Individual Annuity team. Provide expert support across quotations, applications, portal queries, and escalations, using judgement to assess enhanced annuity applications. Convert quotations into completed applications by partnering with account managers and underwriting colleagues, while delivering clear guidance, maintaining accurate records, and ensuring regulatory excellence and customer fairness. Predominantly telephone-based role.

Location: Edinburgh, London

Workplace: Hybrid

Employment Type: Contract · 6 months

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Act as the trusted first point of contact for brokers and intermediaries, supporting quotes, applications, and portal queries to ensure great customer outcomes.
•Use knowledge and judgement to assess enhanced annuity applications and guide customers to appropriate solutions.
•Drive business growth by converting quotations into completed applications, working closely with underwriting colleagues for a seamless experience.
•Partner with brokers, account managers, and customer service teams to improve processes, reduce customer effort, and enhance the proposition.
•Provide accurate guidance, take ownership of concerns and complaints, maintain customer data/records, and champion regulatory excellence and customer fairness.

Pay and Benefits

Salary: GBP 34,200

Perks:Health InsurancePaid LeavePensionLife InsuranceIncome Protection

Key Requirements

•Strong relationship-building and stakeholder management skills to build trust with advisers, brokers, customers, and professional partners.
•Excellent communication and interpersonal skills to explain complex information clearly and confidently present solutions.
•A customer-focused, commercially minded approach balancing customer needs with business objectives.
•Curiosity and awareness of customer, market, and industry trends, with interest in financial services and retirement income products.
•A proactive, collaborative, detail-oriented mindset with a commitment to continuous improvement and delivering results in a regulated environment.

Skills:Relationship-buildingStakeholder managementCommunicationCustomer-focusedDetail-oriented

Company Brief

Phoenix Group

A UK long-term savings and retirement business operating brands including Standard Life, SunLife, Phoenix Life and ReAssure, managing pensions, annuities and wealth solutions with c.12 million customers and large assets under administration.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1782

Glassdoor: 3.8

Website LinkedIn Glassdoor

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Phoenix Group

1 day ago

Annuity Broker Quote Specialist (6 months Secondment / FTC), RS&AM

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Edinburgh, London

Workplace: Hybrid

Employment Type: Contract · 6 months

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Act as the trusted first point of contact for brokers and intermediaries, supporting quotes, applications, and portal queries to ensure great customer outcomes.
•Use knowledge and judgement to assess enhanced annuity applications and guide customers to appropriate solutions.
•Drive business growth by converting quotations into completed applications, working closely with underwriting colleagues for a seamless experience.
•Partner with brokers, account managers, and customer service teams to improve processes, reduce customer effort, and enhance the proposition.
•Provide accurate guidance, take ownership of concerns and complaints, maintain customer data/records, and champion regulatory excellence and customer fairness.

Pay and Benefits

Salary: GBP 34,200

Perks:Health InsurancePaid LeavePensionLife InsuranceIncome Protection

Key Requirements

•Strong relationship-building and stakeholder management skills to build trust with advisers, brokers, customers, and professional partners.
•Excellent communication and interpersonal skills to explain complex information clearly and confidently present solutions.
•A customer-focused, commercially minded approach balancing customer needs with business objectives.
•Curiosity and awareness of customer, market, and industry trends, with interest in financial services and retirement income products.
•A proactive, collaborative, detail-oriented mindset with a commitment to continuous improvement and delivering results in a regulated environment.

Skills:Relationship-buildingStakeholder managementCommunicationCustomer-focusedDetail-oriented

Company Brief

Phoenix Group

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1782

Glassdoor: 3.8

Website LinkedIn Glassdoor