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Healthcare Consultant

  • Salary: £55000 - £60000 per annum
  • Location: Bath, Somerset
  • Sector: Health and Risk
  • Job type: Permanent
  • Date posted:
    12 Jun 2018
  • Job reference: 30904

We have an exciting opportunity for an experienced Healthcare Consultant to join a leading financial services company based in Bath, who offer a range of solutions to their private and corporate clients, including wealth management and employee benefits.

To actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client's needs. To proactively grow, manage and retain clients, by developing new business opportunities and generating new relationships and opportunities from a variety of sources. The role will be roughly 70% account management and 30% new business.


  • Manage and maintain accurate management information/data relating to the different client contact strategies (including return on investment for planned events) and provide reports as and when required
  • Generate appropriate monthly reporting, information and statistics in the required format
  • Produce and provide when required complex business tender reports based on client needs
  • Formulate and agree a business plan each year
  • Identify and maximise new sales opportunities and take the appropriate steps to secure the business
  • Identify appropriate industry events to represent the business and seek new business opportunities
  • Conduct face to face meetings with clients using the company process to identify client's needs
  • Spot opportunities for growth of revenue within current client bank, specifically; cross selling within EB e.g. pensions/HRW, selling additional services

To be successful you will need

  • Demonstrable knowledge of the health, risk and well-being marketplace, products and service
  • Ability to agree financial objectives and achieve/exceed them
  • A self-motivated individual who has the ability to generate leads and cultivate new client opportunities
  • Excellent commercial awareness and industry knowledge
  • Proven successful track record in target driven environment
  • Previous experience of working as an Employee Benefits Consultant
  • Demonstrable evidence of delivering successfully in a similar role
  • Proven experience of understanding client's needs and providing focused solutions with successful results

If successful, you will benefit from a salary of up to £60,000.

If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Our clients include: