Retirement Planning Support Team Lead
2 days ago
We are seeking an experienced professional to lead a team responsible for providing support to clients in retirement planning.
This role requires strong leadership and coaching skills, as well as the ability to prioritize tasks effectively and manage multiple projects simultaneously.
- Monitor and prioritize work within the team, ensuring quality appointments are booked in each week and that all administration tasks are completed within the applicable timeframe.
- Conduct regular individual and team meetings to coach, support, and guide team members towards meeting agreed objectives.
- Work with senior managers to carry out performance management reviews and objective setting for team members.
- Manage all types of leave (annual, sick etc.) for the team.
- Develop and enhance relationships across the organization to ensure effective delivery for the team.
- Supervise and manage all team lead sources effectively.
- Undertake quality control checks on lead management within the team and deliver on campaign hit rate targets.
- Deal with any complaints or compliance issues that arise within the team.
- Comply with regulatory requirements relevant to this role.
- Maintain commercial awareness relevant to this role in relation to changes in life and pension products and industry specific changes related to both life products, retirement products and mortgages.
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Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full timeWho We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families.We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeCornmarket's...
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