Senior New Business Consultant- Life and Pensions- Cork

The Ardonagh Group; Little Island; On-site; EUR 50,000 - 70,000; Full time

Job summary

Join a leading insurance company as a Senior New Business Consultant in Cork. You'll deliver expert consultancy on life, pensions, and employee benefits while building strong client relationships and achieving sales targets. The role emphasizes a client-centric approach in a supportive team environment.

Qualifications

• Minimum 3 years’ experience in consultative financial planning.
• Understanding of regulatory requirements.
• Background in generating leads from a Corporate client base.

Responsibilities

• Provide new business consultancy on retirement products.
• Generate leads and manage client relationships.
• Achieve sales targets and team goals.

Skills

Interpersonal skills

Presentation skills

Communication skills

Team collaboration

Education

QFA qualification or working towards CFP

Higher Diploma in Pensions Management leading to AIIPM

Job description

Senior New Business Consultant- Life and Pensions- Cork

Senior New Business Consultant- Life and Pensions- Cork

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The Role

You will be providing new business consultancy to prospective clients on a range of pre and post-retirement products, protection and pensions.

The Role

You will be providing new business consultancy to prospective clients on a range of pre and post-retirement products, protection and pensions.

Key Responsibilities

• Meeting clients / Generating Leads / Project work
• Providing advice to a new and existing client base
• Managing and continuously building relationships
• Developing new business opportunities through internal and external channels
• Achieving agreed targets and team-based goals
• Always adhering to company policies and procedures
• Managing local projects that contribute to the overall team proposition.
  
  

About This Opportunity

We can offer you an engaging environment working with some of the best people in our industry. The Employee Benefits and Financial Planning team emphasise a high quality, client centric approach, enabling clients to make better decisions. Each member of the team is valued and are encouraged to develop their skills and education to enable the provision of professional best advice to our clients.

Requirements

• Previous consultative financial planning or employee benefits experience
• Currently hold the QFA qualification or working towards (or like to achieve) the Certified Financial Planner (CFP) , or Higher Diploma in Pensions Management leading to AIIPM qualification.
• Have strong interpersonal skills with the ability to build and maintain solid client relationships
• Strong history of delivering on agreed sales targets
• Understanding of relevant regulatory requirements required
• Have a background in generating leads from a Corporate client base
• Demonstrate an ability to build strong internal relationships, trust and credibility
• Excellent presentation and communication skills
• Be a Team player with a focus on working as one team
• Minimum 3 years’ experience in the industry
• Possess a full driver's license.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Insurance

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