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Financial consultant

Cornmarket Group Financial Services Ltd.
Financial consultant
Posted: 17 October
Offer description

Who We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeWe are currently recruiting a number of Financial Consultants to join our Financial Wellbeing Team, servicing our public sector clients. Financial Consultants are highly motivated and driven financial advisors who work alongside clients to determine their financial needs, assess potential savings and in turn offer them suitable financial products. This is a target driven role in a busy sales environment.All Financial Consultants receive 8 weeks extensive training prior to commencement within the role. Full QFA status or progression towards QFA qualification is desirable. However, full educational support will be provided for consultants who do not have this qualification.Accountabilities Of The RoleSelling particular life policies over Microsoft teams to include; salary protection schemes, life policies, PHI, pensions, retired member's life cover and tax servicesDelivering a consistent, high level of professional customer service with focus on enhancing the customer experience at every interactionConducting a comprehensive financial health check with customers to identify their financial wellbeing, needs and objectivesReaching or exceeding assigned sales targetsResponding to a variety of different customer lead sources in a professional mannerBuilding quality, long term relationships with our customers by providing an efficient and specialised service to customersRetaining existing business sold via the life sales external and internal teamsComplying with risk control and regulatory requirements that are relevant to this roleMaintaining commercial awareness relevant to this roleWhat We Can Offer YouFlexible working from home options as part of our Cornmarket Flex ways of workingSignificant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)Annual leave (increases based on service)Flexi leave (option to take additional annual leave)Attractive flexible pension contribution ratesHealth insurance or wellness subsidyFully paid family leave types (maternity/paternity/surrogacy)Performance based bonus/commissionIncome protectionLife coverDiscounts on financial productsComprehensive health wellbeing programmeEmployee Assistance ProgrammeActive Sports Social ClubSkills Knowledge RequiredIdeally the candidate will hold APA designation or full QFA, however we will support attaining such qualificationPrior sales and customer service experience desired but not essentialPrevious experience within a financial institution is advantageousExceptional stakeholder management and communication skillsStrong attention to detail and numerical reasoning skillsAbility to work to deadlines and targetsTime management and organisation skillsComply with risk control and regulatory requirements that are relevant to this roleMaintain commercial awareness relevant to this roleControlled Function PositionThis role is a 'controlled function' as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee's fitness and probity.Equal Opportunities Data Privacy NoticeCornmarket is committed to building an inclusive workplace environment, We're proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team. To review our data use practices, visit ourRecruitment Data Privacy Notice.

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