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Recruitment Associate At Baker Finn Recruitment
Life and Pensions Sales Advisor (QFA Qualification Essential)
An exciting opportunity has opened for a Sales Professional to join our established financial services company which is set for further growth and success. We specialise in providing tailored life and pension solutions to self-employed professional contractors. We ensure that their financial needs are met with professionalism, precision and excellence.
Now that we expand our operations, we are seeking an experienced Financial Advisor to join our sales team to maximise the exciting and lucrative sales and business development opportunities that are being presented to our company from many different business referral sources.
Role Overview
You will play a pivotal role in driving the success of our company. You will be part of a team of dedicated group of sales professionals with an ambitious but realistic sales target. The role will demand a strategic mindset, exceptional advisory skills, and a deep understanding of the Irish Life and Pensions landscape particularly in relation to retirement planning and protection.
Key Responsibilities
* Be part of our team of sales reps in order to achieve individual & co. sales targets.
* Adhere to our strategic and best practice in-house sales tracking processes and systems to drive revenue growth and market penetration.
* Follow our efficient sales pipe-line process in conjunction with our product providers in order to allow the prompt processing and issue of new business.
* Manage, implement & regularly review personalised sales plans for each member of the sales team.
* Foster a culture of accountability, excellence & continuous improvement sales team.
* Meet your own personal sales targets as laid out in your contract of employment.
* Ensure that the sales process includes the timely completion and sign off of all Client files ensuring that they fully meet the current compliance standards laid out by the Central Bank of Ireland.
* Adhere to all relevant rules and requirements of The Central Bank of Ireland as regards the sales process including all aspects client contact, information exchanged and final product recommendation. This will be in conjunction with an external Compliance specialist and annual mock compliance audits which must be successfully completed.
* Monitor and Account your commission receivable figures in terms of point in time actuals and accruals and having this data ready for the MD by the 5th working day of each month for the previous monthly trading period.
* Liaise with all relevant parties to the sales process - payroll team, life company representatives to ensure that all Life and Pensions related direct debit payments are set up properly and in line with the clients requirements.
* Build favourable business relationships with the Life Companies, Account Managers, colleagues and all other parties relevant to generating and maximising sales opportunities across all product offerings.
* Liaise with the MD to help organise 3 to 4 specific sales campaigns per year in conjunction with the Life and Pensions Producers.
Requirements
* Proven experience in the Irish Financial Services Industry as a Senior Sales Advisor with proven experience of leading and motivating a successful sales team.
* Hold a minimum of both the QFA & CFP qualifications and proof of maintenance of all relevant CPD requirements.
* A high degree of personal organisation and a structured approach to time and resource management.
* Be Goal oriented and capable of taking personal responsibility for supporting members of the company sales team.
* Excellent technical knowledge and practical experience across all Life and Pensions products and services.
* Demonstrated ability to meet and exceed sales targets in a high-pressure environment.
* Excellent communication, negotiation, and interpersonal skills.
* Strategic thinker with a proactive approach to achieving targets and problem-solving.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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