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 excellent relationships with clients and prospects
- Supporting event management and presentations initiatives
- Providing professional advice on Life, Pensions, and Investment products
As a successful Consultant, you will be responsible for making recommendations and providing solutions to clients' requirements, ensuring adherence to compliance regulations and standards.
Requirements
- Minimum 3 years of sales experience, ideally 7 years, with a proven track record of achieving sales targets
- Completed QFA qualification and ongoing education
- Strong understanding of the markets and ability to negotiate the best terms for clients
- Excellent organisation and communication skills, with the ability to prioritise tasks
- 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, committed to diversity and inclusion. By submitting your application, you consent to the processing of your personal data. Your data will be used to service your application and may be shared with third parties with your prior consent.
Skills
- Pension sales
- Life assurance sales
- Mortgage sales