Senior New Business Consultant- Life And Pensions- Limerick/ Waterford/ Cork

6 days ago

Cork, Cork, Ireland Ardonagh Europe Full time

The Role:
You will be providing new business consultancy to prospective clients on a range of pre and post-retirement products, protection and pensions.
Key Responsibilities:
Meeting clients / Generating Leads / Project work
Providing advice to a new and existing client base
Managing and continuously building relationships
Developing new business opportunities through internal and external channels
Achieving agreed targets and team-based goals
Always adhering to company policies and procedures
Managing local projects that contribute to the overall team proposition.
About this opportunity:
We can offer you an engaging environment working with some of the best people in our industry.
The Employee Benefits and Financial Planning team emphasise a high quality, client centric approach, enabling clients to make better decisions.
Each member of the team is valued and are encouraged to develop their skills and education to enable the provision of professional best advice to our clients.
Requirements:
Previous consultative financial planning or employee benefits experience
Currently hold the QFA qualification or working towards (or like to achieve) the Certified Financial Planner (CFP) , or Higher Diploma in Pensions Management leading to AIIPM qualification.
Have strong interpersonal skills with the ability to build and maintain solid client relationships
Strong history of delivering on agreed sales targets
Understanding of relevant regulatory requirements required
Have a background in generating leads from a Corporate client base
Demonstrate an ability to build strong internal relationships, trust and credibility
Excellent presentation and communication skills
Be a Team player with a focus on working as one team
Minimum 3 years' experience in the industry
Possess a full driver's license.
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