Financial Services Sales Manager

Financial Services Sales Manager | Permanent | Dublin / Hybrid ( very flexible)

An exciting opportunity has arisen for an ambitious, highly motivated Financial Services Sales Manager to lead our Choice service offering.

The Sales Manager plays a crucial role in the organisation and will lead a team of five Financial Advisors. This role will oversee all activities related to the Choice service offering, including day-to-day revenue-generating activities, coaching and mentoring team members, leading by example in delivering exceptional client-centric service, and collaborating on various projects across the business.

RESPONSIBILITIES:

• Sales Management:Lead and motivate the team to meet and exceed targets on a daily, weekly, and monthly basis.
• Monitor sales performance and provide regular reports to the Head of Financial Planning.
• Develop and implement sales strategies to achieve company goals.
• Client Relationship Management:Build and maintain strong relationships with key stakeholders both internally and externally.
• Address client inquiries and resolve issues in a timely manner.
• Ensure high levels of customer satisfaction and retention by delivering excellence at every touchpoint.
• Financial Oversight:Oversee financial transactions and ensure compliance with regulations at all times.
• Prepare and manage budgets, forecasts, and financial reports for the Choice offering.
• Analyse and interpret financial data to identify trends and opportunities for improvement.
• Team Leadership:Lead, coach, and develop all employees within the team.
• Conduct regular check-ins with employees, provide ongoing feedback, and conduct performance reviews quarterly.
• Foster a positive and collaborative team environment.
• Strategic Planning:Collaborate with other departments to align strategies with overall business objectives.
• Identify new opportunities for process improvements and efficiencies to enhance the client experience.
• Stay updated on industry trends through a continuous improvement mindset and attending regular CPD sessions.

REQUIREMENTS

• Bachelor's degree in Business, Finance, or a related field. A Master's degree or relevant certifications (CFP®) would be advantageous.
• A demonstrated track record of strong leadership and team management, ideally in the financial services industry.
• Excellent communication and interpersonal skills with a positive approach to overcoming challenges.
• Ability to work in a fast-paced environment while maintaining high-quality work output and a high degree of accuracy, working to agreed deadlines.
• Strong communicator with the ability to interact with internal and external stakeholders professionally.
• Excellent knowledge of financial services and product offerings.
• Ability to work as part of a wider team and cross-functionally to enhance business