Job Description
Morgan McKinley is acting as an Employment Agency for a leading retail and SME bank in Ireland, seeking a Senior Field Based Consultant.
Your Responsibilities:
* Agree, implement and review an annual compliant sales, service and activity plan to achieve targets.
* E nsure the Capability Model is planned in advance and optimised daily to maximise efficiency.
* Generate leads and follow up on referrals to grow new customers.
* Develop and manage an agreed portfolio of introducers to maintain customer relationships and increase revenue.
* Improve customer experience to lead to an increase of uptake on products and long-term customer retention and growth.
* Maintain customer relationships and meet their product needs to build long-term customer-centric relationships.
* Drive process efficiencies to ensure all controllable costs are kept within agreed budget.
* Implement agreed local marketing and sales initiatives to maximise return on investment of new products.
* Review skills and commit to professional development based on feedback and personal reflection to keep up-to-date and ensure continuous learning.
* Agree an annual performance plan with the Territory Sales Manager to ensure clarity in relation to goals and performance.
* Plan, organise and roll out Territory sales training, coaching and Affinity scheme to ensure all staff are up to date with necessary training.
* Ensure you and Field Consultants upskill as required on current and new product range and services to be able to present and sell to customers to meet their needs.
* Management and adjudication of customer complaints.
Requirements:
Essential:
* Full Valid Driver's Licence
* Full QFA or Grandfathered with a commitment to progress to full qualification.
* Full knowledge and understanding of all policies and procedures and regulatory controls relating to the business.
* Awareness of competitors and market activity in retail financial services.
* Have a number of years' proven compliant experience in retail finance sales and service.
Desired:
* Ability to understand how sales and book balance activity influences income (net interest income, gross margin, commission, fee income etc).
* Understands the importance of monitoring and interpreting activity management in order to gain maximum sales benefit.