Social network you want to login/join with:
Responsibilities:
* Develop and implement clear and tailored financial plans for clients.
* Expand the existing client base through effective networking, referrals, and proactive prospecting.
* Conduct regular reviews with clients to ensure their evolving needs are met.
* Ensure compliance with Central Bank CPC requirements and maintain professional CPD requirements.
* Collaborate with management to maintain excellent reporting and pipeline management.
* Efficiently manage the annual review process for existing clients to ensure business retention and customer satisfaction.
* Coordinate with the administration team to deliver seamless service to clients.
* Uphold compliant internal processes and procedures for the Financial Services team.
Requirements:
* Possess a recognized industry qualification.
* Demonstrated expertise in Life and Pensions with a strong track record in sales and advisory roles.
* Exceptional communication skills with the ability to thrive in a fast-paced, target-driven environment.
* Proven ability to prioritize tasks and manage a busy schedule effectively.
* Self-starter mentality with the capability to work independently and as part of a team.
#J-18808-Ljbffr