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Client:
Morgan McKinley
Location:
Job Category:
Other
EU work permit required:
Yes
Job Reference:
91c1a8f0bca6
Job Views:
109
Posted:
21.01.2025
Expiry Date:
07.03.2025
Job Description:
Job Description
We are looking for a Senior Field Based Consultant for one of Ireland's leading banks. As a Senior Field Based Consultant, you will seek out new business opportunities, grow new customer acquisition, and maintain key customer relationships in a compliant manner. You will identify and present a range of products to a portfolio of external customers to meet their needs. You will work collaboratively within your assigned territory, support territory sales training, coach and develop skills with your colleagues, and provide Affinity Scheme relationship management.
Responsibilities:
1. Develop, agree, implement and review an annual sales, service and activity plan to plan workflow and ensure targets are achievable in line with company and regulatory requirements.
2. Ensure the Capability Model is planned in advance and optimised daily to maximise efficient use of time.
3. Generate leads and follow-up on referrals as required to grow and increase the number of new customers.
4. Develop and co-ordinate an agreed portfolio of introducers/influencers to build strong customer relationships and increase revenue.
Requirements:
1. Full Valid Driver's Licence.
2. Qualified Financial Advisor - recognised qualification to permit the discussion of product information and provide advice to customers i.e. QFA, APA in both Loans and Savings & Investments or Grandfathered (where appropriate).
3. Full knowledge and understanding of all policies and procedures and regulatory controls relating to the business.
4. Awareness of competitors and market activity in retail financial services.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
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