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    Financial Services Sales Manager

    DublinPermanentCompetitive
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    4 weeks ago
    JN -032025-1978806

    Financial Services Sales Manager

    Dublin Permanent Competitive

    About the job

    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