Conor Farrell Qfa Bbs Email & Phone Number

County Wexford, Ireland

Our philosophy at Elevate is to live life well, every step of the way. 𝐇𝐨𝐰 𝐝𝐨 𝐰𝐞 𝐝𝐨 𝐢𝐭? By taking care of our financial well-being!Financial well-being is about effectively managing your finances and having an effective financial plan that gives you confidence In knowing that your family is protected, your children’s education is to be cared for and that your retirement dreams and plans are on course.Elevate Financial Planning is an independent Financial Brokerage registered in Ireland and regulated by The Central Bank of Ireland - We offer strong independent financial advice to all our clients.📌𝐅𝐢𝐧𝐝 𝐨𝐮𝐭 𝐡𝐨𝐰 𝐰𝐞 𝐜𝐚𝐧 𝐚𝐬𝐬𝐢𝐬𝐭 𝐲𝐨𝐮 𝐢𝐧 𝐛𝐞𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐡𝐚𝐩𝐞 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞📌☎ +353 (0) 86 0270 555📧 conor@elevatefinancial.ie

Wexford

I worked in the Financial services sector with New Ireland Assurance. In my time with New Ireland I was in the top 10 producers in the country in 2015,2016,2017.New Ireland Assurance Company plc is one of the leading life assurancecompanies in the Irish Market and provides life assurance, pensions andinvestment solutions to over 500,000 customersThe Company had a market share of new business of 24% in 2014 andoccupies a Top 2 position across all market sectors New Ireland Assurance Company was founded in 1918 and was the first wholly Irish owned life assurance company to transact business in Ireland. We provide life assurance, pensions and investment solutions to individual and corporate customers.We are one of the leading life assurance companies in the countryWe pride ourselves on our commitment to providing high quality, courteous and efficient service to our customers. The strategy for our business, the goal of the senior management team and the focus of our staff is to look after our new and existing customers better than any other Company in the Irish market.

Wexford, Waterford, Kilkenny

Financial consultant with Irish Pensions & Finance, specifically advising those in the public sector with regard to their pension, investments and wealth options.My Main Duties with the company were as follows;• Area Representative for the South East of Ireland.• Develop the business and brand name by developing client base by weekly presentations within the HSE, Local authorities and Government bodies.• Sales of AVC (Additional Voluntary Contributions).• Sales of income protection, Life cover and investment products.• Referral Gathering and Business Development.• Provide professional consultative fact find and problem solving for clients.

My duties and achievements were as follows;• New Business: Develop new business by researching local activity to identify potential business opportunities and establish their value to the company. "Spec out” applicants to potential clients to pick up vacancies and obtain more information• Client Liaison: Maximise and develop client relationships through phone calls, mailing campaigns, open days, weekly drops and client meetings.• Administration: Ensure all relevant paperwork is completed accurately and efficiently. Maintain accurate daily, weekly and monthly figures for reviews and monthly meetings.Achievements• New Business: Involved in the successful integration and set up of Brightwater Support in the Munster (Province) market • Sales: Excellent sales figures, exceeded targets by 40% in the first 6 months with the company. • Client Relationship: Succeeded in developing excellent relationships with the likes of DHL, O2, Kellogg’s, Airtricity and many other large scale organisations. • Profit: Brought in revenue to the value of circa €100,000 during my time with Brightwater

Bachelor Of Business Studies, Business Management

QFA Qualified

Education record