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Job Description
Seeking a seasoned financial planning professional to join a dynamic team in Dublin, driving sales growth and delivering exceptional client experiences.
Job Description
Our client, a leading financial planning firm in Dublin, is seeking a highly motivated and experienced Consultant to join their team. As a key member of the team, you will be responsible for:
- Managing and developing multiple sales channels to drive business growth
- Collaborating with internal teams and external advisors to cultivate sales pipelines
- Maintaining strong relationships with clients and prospects
- Supporting event management and presentations initiatives
- Providing expert advice on Life, Pensions, and Investment products
As a successful Consultant, you will be responsible for:
- Providing professional advice and solutions to clients' requirements
- Ensuring adherence to compliance regulations and standards
- Supporting management and team members in all activities
Requirements
- Minimum 3 years of sales experience, ideally 7 years
- Proven track record of achieving sales targets
- Completed QFA qualification and further education
- Strong understanding of the markets and ability to negotiate best terms for clients
- Excellent organisation and communication skills
- Strong IT and Systems knowledge
Benefits
- Competitive salary
- Excellent bonus package
- Pension
- Health insurance
- Car allowance
- Additional annual leave
- Hybrid work arrangement (1-2 days in office per week)
Celtic Careers is an Equal Opportunity Employer and is committed to diversity and inclusion in the workplace.
We are proud to offer a comprehensive benefits package and a dynamic work environment that supports the growth and development of our employees.
Skills required for this role include:
- Pension sales
- Life assurance sales
- Mortgage sales