An exciting and rewarding opportunity awaits an experienced and ambitious individual to join our clients financial services team based in Cork as a Financial Sales Advisor.
The Financial Sales Advisor will play a key role in driving business growth and success, working as part of a dedicated sales team. The ideal candidate will possess a strategic mindset, outstanding advisory skills, and in-depth knowledge of the Irish Life and Pensions sector, particularly in areas such as retirement planning and protection solutions.
Key Responsibilities
Achieve Sales Targets: Work with the sales team to meet individual and company-wide sales goals, contributing to revenue growth and market expansion.
Sales Process Management: Follow and enhance in-house sales tracking systems and best practices, ensuring the timely processing and issue of new business.
Client Relationship Management: Build and maintain strong relationships with clients, ensuring their needs are met with suitable life and pension solutions.
Compliance: Ensure all sales processes adhere to the rules and requirements of the Central Bank of Ireland, in collaboration with external compliance specialists.
Commission Management: Monitor and account for commission figures, preparing reports for the Managing Director on a monthly basis.
Team Leadership: Support and mentor fellow sales team members, fostering a culture of accountability, excellence, and continuous improvement.
Cross-Department Collaboration: Liaise with internal teams such as payroll and life company representatives to ensure direct debit payments align with client requirements.
Requirements
Experience: Proven track record in the Irish Financial Services industry as a Senior Sales Advisor, with experience leading and motivating successful sales teams.
Qualifications: Fully Qualified Financial Adviser (QFA) and Certified Financial Planner (CFP) qualifications, with up-to-date Continuing Professional Development (CPD) records.
Industry Knowledge: Strong technical expertise and hands-on experience with life and pension products and services.
Goal-oriented: Demonstrated ability to meet and exceed sales targets in a fast-paced, high-pressure environment.
Skills: Exceptional communication, negotiation, and interpersonal skills with a strategic, proactive approach to problem-solving.
Organized: High level of personal organization and ability to manage time and resources effectively.
For a confidential discussion and more information on the role, please contact Jessica Kennedy
jessica.kennedy@collinsmcnicholas.ie
021-2427110