Financial Service Administrator and Sales Advisor

Financial Service Administrator and Sales Advisor (Full Time)

Any Campion Branch, Ireland

Description

Due to continued expansion in our Financial Services Division, Campion Insurance part of PIB Group have a vacancy for an experienced sales executive to join their Financial Services Hub.

This role will involve working with our existing client book delivering an excellent and consistent level of customer service while identifying potential sales opportunities.

This role will involve working with our existing client book  with a primary focus on identifying and securing new sales opportunities .

The successful candidate joins a team of established executives and has a desire to work in a fast-paced environment which does not compromise on quality and be sales orientated.This is an opportunity for a highly ambitious and results driven individual who thrives within a dynamic target driven environment.

Key Responsibilities: 

Specific areas of responsibility will include but are not limited to:

Proactively engaging with the existing customer base through inbound and outbound calls to generate new sales.

• Identifying financial services needs opportunities within the existing customer base. 
• Persuading prospective clients to engage in discussions and meetings to explore and secure their financial needs. 
• Reviewing customer portfolios to uncover and pursue business development opportunities. 
• Providing tailored advice and solutions to both existing and new customers, focusing on achieving their financial goals through proactive sales efforts. This will be managed through inbound and outbound telephony and video calling, together with responding to and executing various new business applications. 
• Driving the promotion and sales of protection products to the existing client base, with an aim to expand to other products over time. 
• Managing and capitalising on referrals to/from the existing Advisory Team to generate sales. 
• Overseeing and growing existing group pension and risk schemes.
• Actively contributing to sales campaigns and initiatives. 
• Playing a proactive role in the continuous development and sales growth of the Financial Services Hub.

Knowledge

• You are QFA qualified or progression towards same.
• You will have a very good knowledge of life and Protection Insurance products, having worked in the industry for twelve months minimum.
• You will have excellent organisation and communication skills and are confident with clients either face to face, use of digital platforms, by phone or written correspondence.
• You are target driven and ability to work under pressure.
• You have a willingness to learn and a determination to succeed.

The successful candidate will be provided with a comprehensive training programme and generous benefits package.

We have offices located all over Ireland. Our dedicated professional employees provide local expertise and service to all our clients.

We’ve been in business over 40 years now and we are very proud of our many achievements during this time including winning the Deloitte’s Best Managed Companies Award for 14 years running.

At Campion Insurance we are ever mindful of the key elements which have contributed so much to our success – our loyal customers and our dedicated employees. We encourage and provide our employees with the opportunity to further their education with CIP, ACII, MDI and QFA Exams along with our very own Campion Business School and we believe that training and development is a continuous process and that all employees should be encouraged to further their professional development in areas that will benefit both the company and the individual. We currently employ dedicated and driven people from every background and we believe you will find Campion Insurance a rewarding place to work.

Campion Insurance, now part of PIB Group, is one of the largest insurance brokers in Ireland. We provide our clients with solutions to all their insurance needs ranging from home and motor insurance, to complex commercial business packages. We also provide a full range of health, life, pension, investment and mortgage products.

We have offices located across Ireland. Our dedicated professional employees provide local expertise and service to all our clients.

We’ve been in business for 40 years now and we are very proud of our many achievements during this time including winning the Best Managed Companies Award for the past 13 years running.

At Campion Insurance we are mindful of the key elements which have contributed to our success – our loyal customers and dedicated employees. We encourage and provide our employees with the opportunity to further their education with CIP, ACII, MDI and QFA Exams. We believe that training and development is a continuous process and that all employees should be encouraged to further their professional development in areas that will benefit both the company and the individual. We are committed to employing dedicated and driven people from every background and we believe you will find this a rewarding place to work.