Direct message the job poster from Prosperous Financial
No.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |
Job Title: Sales Manager (Existing Business)
Reporting to: Head of Financial Planning
About Prosperous Financial:
At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships. We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do.
About The Role:
We’re looking for a dynamic, commercially minded and purpose-driven leader to manage a team of Financial Planners and Advisors with a clear mission: drive growth from our existing client base. As Sales Manager, your role is to unlock the untapped potential within our existing client base by ensuring that client relationships are proactively maintained, annual reviews are consistently prioritised and opportunities for additional planning are identified and delivered.
You'll lead a high-performing team to enhance client loyalty, increase engagement and drive revenue growth. You’ll also play a strategic role in shaping our client experience, embedding a culture of relationship-building and continuous improvement.
This is a key position within the Prosperous Financial team and we’re looking for someone who understands the commercial impact of retention, the long-term value of client relationships and how strategic advice delivered well can transform lives.
Key Responsibilities:
* Lead, manage and inspire a team of Financial Planners and Advisors to proactively retain and grow existing client relationships.
* Collaborate closely with the Head of Financial Planning to align team goals with broader business objectives and performance metrics.
* Develop and implement a structured annual review programme, ensuring every client receives consistent, proactive and personalised financial advice.
* Identify opportunities within the existing client base to enhance engagement, deepen relationships and increase revenue through targeted advice and service offerings.
* Drive initiatives to improve client satisfaction and retention, including feedback mechanisms and client experience enhancements.
* Champion a client-first culture, ensuring that retention initiatives reflect our values of clarity, integrity and trust.
* Ensure advice delivery is robust, compliant and adds value through systems such as WealthTrack and Voyant.
* Support recruitment, onboarding and employee development to build a motivated, high-performance team.
Skills And Experience:
* Proven leader with a minimum of 3+ years’ experience managing financial advice teams within the financial services sector.
* Deep understanding of the commercial value of client retention and relationship-based growth.
* Exceptional communication and interpersonal skills, with the ability to coach, influence and inspire high-performing teams.
* Confident presenting to internal and external stakeholders including clients and senior leadership, coaching team members and collaborating across departments.
* A strategic thinker with a commercial mindset and a commitment to continuous improvement.
* Problem solving and solution focused approach with the ability to quickly adapt, learn and take ownership in a dynamic environment.
* Experience using financial planning tools such as Voyant and WealthTrack is an advantage.
Why work with us:
* Excellent remuneration package and competitive bonus structure
* Hybrid, flexible working model (4 days from home / 1 day in office)
* 25 days annual leave
* Employer pension contributions up to 10%
* Income Protection / Death In Service
* Work with an award-winning team recognised as a Great Place to Work and Best Workplace 2025
Are you ready to turn retention into growth?
Join Prosperous Financial and help us shape a future where great advice truly changes lives.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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