Job Title: Employee Benefits Financial Planner Location: East Galway Hybrid working policy: This client operates a 3 days in/2 days from home policy; however, there is flexibility with the requirement to be on site.
Benefits include: Pension of up to 8% matching, Death in Service x 4, Income Protection, 25 days AL, Irish Bank holidays, and 1 extra US Bank holiday – can also buy up to 5 additional AL days per annum, flexible working.
My client, a leading and reputable benefits and wealth management brokerage, is seeking an Employee Benefits Financial Planner.
This is an exciting time to join this brokerage.
Due to business expansion throughout Ireland, they are recruiting for a number of roles across their private client and Employee Benefits divisions.
Key Responsibilities of this EB Financial Planner job role: Existing Clients: Manage and enhance the existing client relationships and develop a strategic approach as to how the existing book of business is managed.
This will involve providing expert advice on all areas of employee benefits and ensuring clients receive the highest level of service, whilst also spotting opportunities for cross-selling and up-selling.Deliver employee presentations: Work closely with our clients to manage interactions across all communications related to the clients' employee benefits program, i.e.
new hires, day-to-day queries, and off-boarding of leavers from the benefits program.Increase the range of solutions provided to corporate clients and group commercial insurance clients, through effective strategic partnerships with existing clients.New Clients: Identify key prospects to develop into new clients through your own network, relationships in the market, and exploring other means and opportunities.Partner with consultants and sales teams from across the Group to identify new targets for selling the employee benefits proposition.Participate in tenders, complete RFPs documents, and deliver new business pitch presentations.Be comfortable dealing with Executives and Senior Business leaders in target prospects.Work alongside the sales and marketing team to deliver effective and engaging marketing activities for new clients.Requirements and skills needed for this EB Finance Planner role: Minimum of 5 years in an employee benefits consulting role, to include Pension, Group Risk, and Private Medical Insurance (PMI), though PMI is not essential to this role.Proven track record in sales.Self-starter and highly motivated by their own success.Must be able to work in a target-driven environment.QFA or higher is essential.Competitive salary, commission structure, and benefits package, and the opportunity to work with a well-established and progressive company.
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