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Field Sales Quality Officer

  • Salary: £35000 - £40000 per annum
  • Location: London
  • Sector: Compliance
  • Job type: Permanent
  • Date posted:
    13 Aug 2018
  • Job reference: 31187

Are you an compliance or T&C Specialist with an individual protection (life/critical illness, income protection, accident and health and general insurance) knowledge looking for a home based role (covering West London area - Heathrow out to Watford or 30 minutes travel to this area)

My client direct sales force of 135 Sales Managers and over 1300 Advisors all of whom are self employed. The sales strategy has delivered unprecedented growth during the past 3 years and this role has been created to ensure expansion can be sustained and controlled through delivery of a quality framework, training and company policy.

The role holder is responsible for the supervision of individuals within the sales force to establish competence and ensure ongoing competence is maintained by the delivery a range of monitoring, feedback and coaching activities.

  • Responsibility for conducting risk based competence assessments and meetings as per company training and competence framework
  • Liaising with clients, head office, Advisers and Managers on issues identified from monitoring activities and providing feedback to all areas to support performance improvement
  • Provide coaching and initial assessment of delegates and supervise to full competence in the sales process and standards of the company
  • Monitoring and assessment of advisers to ensure ongoing competence and company standards, are maintained
  • Assist in complaints, advice and all risk areas of the business. Carry out investigations as and when necessary and provide coaching and feedback on cases assessed by the advice quality team
  • Monitoring of standards expected, analysing trends and collating evidence of suspected cases of miss-selling. Review inappropriate advice, any irregularities, or trends that are identified
  • Assist in tracking and maintaining the competence of Sales Managers by analysis of their team's activity and standards, providing coaching and feedback interventions as required
  • Where Advisers are operating outside the company KPI standards, ensuring action plans are in place, support is being provided and improvement in performance is demonstrated


  • Experience of working in an insurance financial services customer facing environment
  • Preferably experience of a training/coaching environment
  • Sales training/quality/or compliance experience - preferable
  • Financial Planning Certificate (or equivalent) - preferable

Essential Competencies:

  • Can influence situations where may not have a direct line of authority
  • Identify development areas and facilitate appropriate solutions
  • Confront and challenge from a regional based function via communication technology in a supportive fashion, whilst maintaining relationships
  • Have high personal standards
  • Be well-organised, have excellent planning skills and is able to manage multiple tasks simultaneously, whilst balancing priorities and resources with costs and benefits
  • Be fair in their dealings with others, balancing the need to respond to the individual, whilst maintaining organisational standards
  • Taking ownership and responsibility for issues/queries or complaints and see them through to a satisfactory conclusion

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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