Financial Planning Advisor
Financial Planning Advisor
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Job Description
Who We Are
Role Purpose
We are looking for a Financial Planning Advisor to join our Financial Planning Support team.
Cornmarkets Financial Planning Advisors are responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. These appointments are made on behalf of our of financial consultants in the Financial Wellbeing Division. The role holder will be effectively managing the diaries of our Financial Consultants to ensure that all appointments can go ahead as scheduled in line with our clients expectations.
The Financial Planning Advisors will also provide financial advice to clients specifically interested in protection policies and will assist clients in applying for group cover.
Accountabilities of the Role
Making and taking calls to/from members of the public sector unions to arrange appointments with the companys Financial Consultants
Booking in quality appointments with a high probability of completing an FHC and potential sale(s)
Providing advice and selling group protection policies to our clients
Meeting weekly/monthly targets - as it is a target driven role. Targets are built around call volume appointment scheduling and product sales (alongside these targets comes an excellent monthly bonus structure)
Maintain up to date records for our clients on Salesforce including activity on leads and opportunities
Dealing with clients in a professional and timely manner
Lead generation through promotion of other Cornmarket products / services
Performing tasks in a compliant manner to set procedures and prescribed scripts
Completing various administration duties such as data entry/logging and scanning
Participate in team meetings look for and suggest ways in which existing processes could improve
Comply with quality control and regulatory requirements that are relevant to this role
Maintain commercial awareness relevant to this role
Skills & Knowledge Required
Full or partial QFA desired but not required willingness to work towards same as part of the MCC requirement essential
Previous experience in dealing with customers over the phone
Ability to upsell products
A keen eye for detail and quality
Excellent proven customer service skills
Excellent verbal communication skills
Proven track record in meeting and exceeding targets
Strong customer focus and an ability to deal with the unexpected
Strong IT Skills with good working knowledge of the MS office suite
Knowledge of risk control & regulatory environment
Commercial awareness
What We Can Offer You
Flexible working from home options as part of our Cornmarket Flex ways of working
Significant investments in your professional development (e.g. insurance qualifications professional qualifications relevant to your role)
Annual leave (increases based on service)
Flexi leave (option to take additional annual leave)
Attractive & flexible pension contribution rates
Health insurance or wellness subsidy
Fully paid family leave types (maternity/paternity/surrogacy)
Performance based bonus/commission
Income protection
Life cover
Discounts on financial products
Comprehensive health & wellbeing programme
Employee Assistance Programme
Active Sports & Social Club
Behavioural Competencies Required
Drive for results and target driven
Approachable and a can-do attitude
Excellent communication skills
Team player
Controlled Function
This role is a controlled function as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointees fitness and probity.
Equal Opportunities & Data Privacy Notice
Cornmarket is committed to building an inclusive workplace environment Were proud to be an equal opportunity employer striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age disability ethnic background family status gender identify or expression marital status membership of the Traveller Community national origin race religion sexual orientation.
We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation please contact our Talent Acquisition Team.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
