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Sales administrator

ce62ddbb-c542-447f-be26-60c2d1d4a6bd
Sales administrator
Posted: 26 November
Offer description

Our client is a leading Irish life insurance broker committed to delivering tailored financial protection and life assurance solutions. Our team of financial advisors provides expert guidance to clients across Ireland, and our culture is built on integrity, client service, and compliance.Role OverviewAs a Sales & Administrator, you will be the backbone of our advisory team. You will provide high-quality administrative support to a team of insurance advisors, handling client documentation, policy processing, compliance oversight, and general sales operations. Your role ensures efficiency, regulatory compliance, and excellent client service from first contact through to policy completion.Key ResponsibilitiesAdministrative SupportManage and maintain CRM for all advisor pipelines: input client data, update sales stages, and track outstanding items.Prepare, organise, and distribute client documentation (policy proposals, application forms, illustrations).Liaise with life insurers, underwriters, and other product providers to submit applications and follow up on quotes or outstanding requirements.Coordinate scheduling for advisor-client meetings, including sending reminders, preparing meeting packs, and ensuring all documentation is ready.Assist advisors in preparing client presentations, reports, and renewal packs.Monitor and chase application progress: follow up on outstanding client documentation, underwriting questions, and insurer requests.Compliance & RegulatorySupport compliance efforts by ensuring all documentation meets regulatory and internal standards (e.g., Central Bank of Ireland, Minimum Competency, AML/KYC).Maintain accurate records for regulatory audits, including "know your customer" (KYC) files and proof-of-identity documentation.Assist in preparing compliance reports and maintaining audit trails.Work with advisors to ensure that all client communications are documented and compliant.Help advisors prepare and submit required regulatory disclosures and documentation.Qualifications & SkillsMinimum 5 years experience in administrative or support role (Relevant roles might include life & pensions administration, financial services admin.)Experience in financial services, insurance is preferred, NOT requiredFamiliarity with regulatory requirements in Irish financial services is required (e.g. Central Bank, AML, Minimum Competency).Strong organisational skills and attention to detail.Excellent written and verbal communication skills.Proficiency in Microsoft Office (Excel, Word, Outlook) and experience working with CRM systems.Ability to multitask, prioritize, and work under pressure.High level of integrity and discretion when handling sensitive client data.Ideally working toward or holding a professional qualification such as APA (Accredited Product Adviser) or QFA (Qualified Financial Adviser), or willingness to work toward it.

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