Our Financial Services client, based in Meath/D15 area are seeking a professional Sales Exec to join their in-house Pipeline sales team.
The Role:
- You will be working directly with 75 Financial Advisors so it’s important the applicant has excellent communication and problem-solving skills
- Processing and vetting all new Retirement Claims, ARF’s & Annuities at onboarding through to surrender settlement stage
- Ensure compliance with Central Bank CPC Requirements
- Liaise with Client, Employers, Superannuation Departments and Insurance Companies to ensure successful and timely settlement of retirement claims
- Deal with incoming calls from the Retirement Helpdesk
- Weekly meetings with financial advisors in relation to Pipeline Management
- Report to management weekly on the surrender settlement statistics
Experience:
- 1-2 years’ experience ideally in the Financial Services Industry
- Ideally you will be QFA qualified (APA as a minimum)
Competencies:
- Excellent communication & problem-solving skills
- Work well under pressure, with strong attention to detail and be good at multi-tasking.
- Effective interpersonal and relationship management skills
- Customer focused and driven
- Team player with attention to detail and an ability to work on own initiative
- The ability to meet deadlines in a fast moving and demanding environment
- Computer literate with excellent knowledge of MS Word, Excel & Outlook, use of CRM
systems.
This role provides an ideal opportunity to develop a successful career in the Financial Industry.
Hours: 37.5hrs weekly
Salary: €32.5k + bonus/OTE etc
