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Colm Treacy is listed as Head of Life Insurance at CFM Group, a company with 40 employees, based in Ireland, Ireland, Ireland. AeroLeads shows a matched LinkedIn profile for Colm Treacy.
Colm Treacy previously worked as Life, Pensions & Investments Manager at Robertson Low Insurances Ltd and Account Manager at Independent Trustee Company. Colm Treacy studied at Blackrock College.
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Thank you for taking time to read my summary.I feel fortunate to have had over 30 years experience in the financial services industry. Financial advising is a position I hold a great passion for. I feel extremely privileged to be allowed into my clients lives and to be allowed to earn their trust and respect through my guidance and advice.As a protection specialist my aim is to consistently provide a professional and friendly consultation whilst maintaining and building an ongoing relationship to understand my clients changing individual requirements. I believe in having an emotional and authentic connection with people that is genuine, deep rooted, based on shared values and with an abiding focus on a common goal.My motivation in business is to always keep achieving and moving forward - goals, results and rewards will follow. I believe that I have the right experience, attitude and desire to continuously evolve and this benefits my company, but most importantly my clients. Specialties: Life Insurance, Specified Serious Illness Cover, Income Protection Insurance, Estate Planning, Business Assurance, Pre and Post Retirement Planning, Health Insurance.Please do not hesitate to contact me if you have any questions or queriesThank you.Colm Treacy is a representative of City Financial Marketing Group Limited, Insurance House, 62a Terenure Road North, Terenure, Dublin 6w, for telephone (01) 6606900, and is regulated by the Central Bank of Ireland.
Listed skills include Mortgage Lending, Life Insurance, Financial Services, Financial Advisory, and 14 others.
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A career timeline built from the work history available for this profile.
Insurance House, 62a Terenure Road North, Terenure, Dublin 6w
I have developed and delivered a working e-business website for the business. The site provides product information and real time quotations for individual life protection business. The website I developed is called lifebroker.ieI set up and delivered the life and pensions back office function from scratch.As the company Head of Compliance (Pre-Approved.
10/11 The Courtyard, Kilcarbery Park, Hangor Roan, Dublin 22
Delivered the sales of pension, investment and protection products to the corporate and HNW client base along with the achieving agreed sales targets.Proactively managed my portfolio of clients ensuring they were kept up to date with new and existing developments in the area of financial services and advice.Managed internal and external relationships for.
Harmony Court, Harmony Road, Dublin 2
Development of Small Self-Administered Schemes, Self-Invested Personal Pensions and Self-Directed Approved Retirement Fund business.Developed sales relationships with intermediaries who included accountants, solicitors and financial advisors and managed the day to day relationship with the existing intermediary base.Liaised with both intermediaries and.
Millennium Park, Naas, Co. Kildare
Partook in regular executive meetings to formulate future product sales and strategy.Developed existing and new intermediary relationships.Advised on a range of new products and services to intermediaries.Promoted Wealth Options as a new non competing product provider to the broker market.During my time with Wealth Options I further developed my knowledge.
53 Fitzwilliam Square, Dublin 2
Developed existing intermediary relationships.Established new intermediaries whish supported the production of new business.Preparation of Business Plans to meet high business targets.Organised broker entertainment events and presentations.Ensured all business activities were conducted to the highest professional standards.I achieved and exceeded all.
71-72 Upper Leeson Street, Dublin 4
Sourcing the market for the best and most competitive products.Arranging life, pension and investment business on behalf of new and existing clients.Regular meetings and presentations with pension scheme trustees and members.Annual reviews of occupational pension schemes and personal pension plans.Devising marketing plans and mail shots to existing clients.
Hibernian Life & Pensions, Haddington Road, Dublin 4
Account management, including relationship building; maintaining and increasing levels of business with supporting brokers; developing new agencies and sales through the broker network and accountants.
Hibernian Life & Pensions, Haddington Road, Dublin 4
Other employees you can reach at cfmgroup.ie. View company contacts for 40 employees →
Ryan Foley Apa
Colleague at Cfm GroupDublin, County Dublin, Ireland, Ireland
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RG
Rigoberto Grullon
Colleague at Cfm GroupGreater Murcia Metropolitan Area, Spain
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PC
Pablo Cano
Colleague at Cfm GroupDublin, County Dublin, Ireland, Ireland
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DC
Dave Curley
Colleague at Cfm GroupDublin, County Dublin, Ireland, Ireland
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DM
Deirdre Mccarthy
Colleague at Cfm GroupIreland, Ireland
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GM
Georgia Manning
Colleague at Cfm GroupDublin, County Dublin, Ireland, Ireland
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CO
Chantelle O’Neill (Apa Personal General Insurance)
Colleague at Cfm GroupManchester Area, United Kingdom, United Kingdom
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MO
Megan O'Rourke
Colleague at Cfm GroupIreland, Ireland
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RK
Richard Kearney
Colleague at Cfm GroupGreater Dublin, Ireland
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CB
Chloe Byrne
Colleague at Cfm GroupIreland, Ireland
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Quick answers generated from the profile data available on this page.
Colm Treacy works for CFM Group.
Colm Treacy is listed as Head of Life Insurance at CFM Group.
Colm Treacy is based in Ireland, Ireland, Ireland while working with CFM Group.
Colm Treacy has worked for Cfm Group, Robertson Low Insurances Ltd, Independent Trustee Company, Wealth Options Ltd, and Scottish Provident.
Colm Treacy's colleagues at CFM Group include Ryan Foley Apa, Rigoberto Grullon, Pablo Cano, Dave Curley, and Deirdre Mccarthy.
You can use AeroLeads to view verified contact signals for Colm Treacy at CFM Group, including work email, phone, and LinkedIn data when available.
Colm Treacy studied at Blackrock College.
Colm Treacy is listed with skills including Mortgage Lending, Life Insurance, Financial Services, Financial Advisory, Retirement Planning, Investments, Insurance, and Pensions.
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