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Financial Services Sales Exec
Marsh Mackey —Clonee, County Meath
Ideally you will be QFA qualified (APA as a minimum). You will be working directly with 75 Financial Advisors so it’s important the applicant has excellent…
€32,500 a year

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claims processing jobs near county meath

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:

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

Job Category: Customer ServiceFinancial servicespipelinesalessalesSales & Marketing

Job Type: Full Time

Job Location: Clonee