Financial Consultant - Wellbeing Team

Who We Are

At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

Role Purpose

We are currently recruiting a number of Financial Consultants to join our Financial Wellbeing Team, servicing our public sector clients. Financial Consultants are highly motivated and driven financial advisors who work alongside clients to determine their financial needs, assess potential savings and in turn offer them suitable financial products. This is a target driven role in a busy sales environment.

All Financial Consultants receive 8 weeks extensive training prior to commencement within the role. Full QFA status or progression towards QFA qualification is desirable. However, full educational support will be provided for consultants who do not have this qualification.

Accountabilities of the Role

• Selling particular life policies over Microsoft teams to include; salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services

• Delivering a consistent, high level of professional customer service with focus on enhancing the customer experience at every interaction

• Conducting a comprehensive financial health check with customers to identify their financial wellbeing, needs and objectives

• Reaching or exceeding assigned sales targets

• Responding to a variety of different customer lead sources in a professional manner

• Building quality, long term relationships with our customers by providing an efficient and specialised service to customers

• Retaining existing business sold via the life sales external and internal teams

• Complying with risk control and regulatory requirements that are relevant to this role

• Maintaining commercial awareness relevant to this role

  
  

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

Skills & Knowledge Required

• Ideally the candidate will hold APA designation or full QFA, however we will support attaining such qualification

• Prior sales and customer service experience desired but not essential

• Previous experience within a financial institution is advantageous

• Exceptional stakeholder management and communication skills

• Strong attention to detail and numerical reasoning skills

• Ability to work to deadlines and targets

• Time management and organisation skills

• Comply with risk control and regulatory requirements that are relevant to this role

• Maintain commercial awareness relevant to this role

Behavioural Competencies Required

• Excellent interpersonal and communication skills

• Strong attention to detail and numerical reasoning skills

• Customer focused attitude

• Motivated self-starter

Controlled Function Position

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 appointee’s fitness and probity. 

Equal Opportunities & Data Privacy Notice

Cornmarket is committed to building an inclusive workplace environment, We’re 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, martial 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. To review our data use practices, visit our Recruitment Data Privacy Notice.