(1/19/2025 A) Financial Sales Advisor

6 hours ago


Cork, Ireland Collins McNicholas Recruitment Full time

An exciting and rewarding opportunity awaits an experienced and ambitious individual to join our client's 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

1. Achieve Sales Targets: Work with the sales team to meet individual and company-wide sales goals, contributing to revenue growth and market expansion.
2. Sales Process Management: Follow and enhance in-house sales tracking systems and best practices, ensuring the timely processing and issue of new business.
3. Client Relationship Management: Build and maintain strong relationships with clients, ensuring their needs are met with suitable life and pension solutions.
4. Compliance: Ensure all sales processes adhere to the rules and requirements of the Central Bank of Ireland, in collaboration with external compliance specialists.
5. Commission Management: Monitor and account for commission figures, preparing reports for the Managing Director on a monthly basis.
6. Team Leadership: Support and mentor fellow sales team members, fostering a culture of accountability, excellence, and continuous improvement.
7. Cross-Department Collaboration: Liaise with internal teams such as payroll and life company representatives to ensure direct debit payments align with client requirements.

Requirements

1. Experience: Proven track record in the Irish Financial Services industry as a Senior Sales Advisor, with experience leading and motivating successful sales teams.
2. Qualifications: Fully Qualified Financial Adviser (QFA) and Certified Financial Planner (CFP) qualifications, with up-to-date Continuing Professional Development (CPD) records.
3. Industry Knowledge: Strong technical expertise and hands-on experience with life and pension products and services.
4. Goal-Oriented: Demonstrated ability to meet and exceed sales targets in a fast-paced, high-pressure environment.
5. Skills: Exceptional communication, negotiation, and interpersonal skills with a strategic, proactive approach to problem-solving.
6. 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

#J-18808-Ljbffr


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