At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships.
We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.
About The Role:
Prosperous Financial is seeking a strategic, driven and values-led Head of Sales to lead our teams. This is a senior leadership role, responsible for defining and driving the strategic direction of our sales function, overseeing sales performance, driving sustainable revenue growth and cultivating a high-performance culture across the business. As a strategic leader, you will champion our client-first approach while developing sales capability and helping to deliver an exceptional client experience.
You will be a key member of the Leadership Team, working closely with the CEO and other Heads of Department to deliver our ambitious growth plans and ensure we continue to deliver exceptional advice and service to our valued clients. This role is designated as a Pre-Approval Controlled Function (PCF) and is subject to the applicable Central Bank of Ireland Fitness and Probity requirements.
This is a unique opportunity to shape the future growth of Prosperous Financial in an organisation that places people and purpose at the centre of everything we do.
Key Responsibilities:
Strategic Leadership
- Set the vision and strategy for the sales function across Financial Planning, Financial Advice and Mortgages, ensuring alignment with company goals, values and long-term client outcomes.
- Shape the future direction of the sales function to support sustainable business growth and service excellence.
- Monitor key performance metrics, sales targets and revenue performance, identifying opportunities for improvement and ensuring clear accountability across the teams.
- Contribute to budget creation, identify growth opportunities and support the delivery of long-term commercial goals.
- Provide leadership and strategic direction to the Marketing function, ensuring marketing activity is aligned with sales priorities and the wider growth plans of the business.
- Lead, coach and develop high-performing teams, creating clear expectations around performance, targets and accountability.
- Foster a culture of accountability and continuous learning that empowers individuals, strengthens team capability and supports strong performance.
- Act as a visible culture leader, upholding Prosperous Financial’s values and ensuring our teams thrive in an inclusive, engaging and empowering environment.
Client-Centric & Operational Excellence
- Drive quality and consistency across the sales and client journey, ensuring a seamless and values-driven client experience across all touchpoints.
- Ensure all client interactions reflect our values, build trust and reinforce Prosperous Financial’s reputation for exceptional financial advice and service.
- Oversee sales processes, systems, workflows and reporting tools, ensuring they are scalable, compliant and continue to meet the evolving needs of the business and our clients.
- Ensure sales processes, documentation and systems meet regulatory standards and the standards expected across the business.
Cross-Functional Collaboration
- Work collaboratively with Heads of Department including HR, Compliance and Finance to support business performance and ensure a consistent client and employee experience.
- Promote knowledge sharing and strong alignment across departments to support the wider goals of Prosperous Financial.
Skills And Experience:
- Proven senior leader with significant experience within regulated financial services, including strong experience in sales leadership and driving commercial performance.
- Demonstrated ability to set and execute strategic direction, drive sales performance and deliver against targets across high-performing teams.
- Strong people leader with a track record of developing and empowering teams, creating clear accountability and driving performance.
- Exceptional client-focused mindset, with strong commercial acumen and a focus on delivering sustainable business growth alongside high-quality client outcomes.
- Strong understanding of regulatory and technical standards within financial services, combined with the ability to work effectively with senior stakeholders across the business.
- Experience leading or working closely with Marketing, with an understanding of how marketing activity and sales work together to support business growth. CFP® designation, or working towards this qualification, would be beneficial.
Why work with us:
- Excellent remuneration package and competitive bonus structure
- Hybrid, flexible working model (4 days from home / 1 day in office)
- 25 days annual leave
- Employer pension contributions up to 10%
- Income Protection / Death In Service
- Work with an award-winning team recognised as a Great Place to Work and Best Workplace 2025/2026/2027
Are you ready to shape the future of financial planning?
Join Prosperous Financial and lead with purpose, vision and integrity. This is more than just a leadership role - it's a chance to make a lasting impact in a business where great advice truly changes lives.