Colm Treacy Email & Phone Number

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 Control Function), I am responsible for the company’s compliance function ensuring that best practice has been adopted and legislative and regulatory requirements are met.I manage, motivate and lead a team of administrators and sales advisors ensuring that service standards are delivered and maintained to the highest standard.I manage all the internal and external relationships relating to the sale of new business and ensure that service level agreements with providers are adhered to.At all times present myself with the highest professional image to clients and colleagues.

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 sales success across all product areas by ensuring all agreed service level agreements were adhered to.Identified and implemented cross-selling strategies between the general insurance client base and private wealth management business.

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 business customers to close new business transactions.Adding value to intermediaries business by establishing agreed service standards.Achieved new business targets by generating & filtering new prospects.

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 and understanding of the small self-administered pensions and self-directed ARF’s market.

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 business targets that were set for me prior to Abbey National plc. losing their Irish operation of Scottish Provident to new business.

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