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Senior financial consultant

Donegal
beBeeFinance
Financial consultant
Posted: 25 September
Offer description

Job Title: Finance Executive

As a finance executive, you will be responsible for working with individual customers to understand their needs and maximise the sales and profitability of income from finance, warranty and credit protection insurance products.

* The ideal candidate will have excellent communication skills and be able to build rapport with customers.
* You will need to qualify the customer's requirements and work with them to find the most suitable options.
* Agreeing the details of the sale is also an important part of this role.
* You will be responsible for checking the credit status of each customer and proposing them to finance providers in accordance with company policies.
* Establishing the details for any vehicle purchased or obtained by the organisation is another key aspect of this position.
* This role requires the ability to work with customers in a friendly and open way to identify the most appropriate finance, warranty or insurance packages.
* You will produce and explain finance quotes, using your knowledge of the cost and margin of various funding options to maximise commission while meeting customer needs.

Key Responsibilities:

* Customer Relationship Management: Build strong relationships with customers to understand their needs and preferences.
* Product Knowledge: Develop a deep understanding of our finance, warranty and credit protection insurance products to recommend the most suitable options to customers.
* Financial Analysis: Analyse financial data to identify opportunities to maximise sales and profitability.
* Communication Skills: Excellent communication and interpersonal skills to effectively communicate with customers and colleagues.

What We Offer:

* Competitive Salary: A competitive salary and bonus structure to reflect your performance.
* Ongoing Training: Ongoing training and development opportunities to help you grow in your career.
* Collaborative Environment: A collaborative and supportive work environment that values teamwork and open communication.

How to Apply:

Please submit your application, including your CV and cover letter, to [insert contact information]. We look forward to hearing from you!

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