Eamon Murray Qfa Email & Phone Number

Ireland

Dublin

I manage the Sales Support Team whose primary function is to support the Financial Advisors in generating activity.I am also responsible for:• Managing the relationship between FBD and our CRM provider• All induction training for new Financial Advisors and ongoing sales training• Supporting Financial Advisors on complicated sales/pension cases• Supporting the Head of FBD Life & Pensions in achieving annual targets• Representing the Head of Life & Pensions when required• Preparation of Executive Management Reports• Engaging with Marketing to support Life & Pensions business• Input in Digital Referral initiatives with Marketing, external consultants and FBD Compliance• Interaction at various levels with Preferred Providers and other Providers FBD hold agencies with• Assisting in recruitment of Financial Advisors when required• Engaging with FBD Compliance, FBD Risk and FBD Group Data Security to include:o Management of Compliance processeso SQ MIo Operate and FBD L&P Risk Championo Attend CAM meetings with Preferred Providers• Responsible for sign off of all changes to Terms of Business/Factfinds• Delivery of any CBI reviews and assist FBD Compliance with the annual CBI return• Responsible for managing complaints within FBD Life and Pensions

Dublin, County Dublin, Ireland

Managing a team to support the needs of a panel of Financial Advisors around the country. My role includes the planning and implementation of sales strategies for our FA team. I also have responsibility for the following:- delivery of new CRM system for FBD Life & Pensions (successful go live March 2023)- planning and roll out of induction courses for new joiners- coaching and training of all staff on an ongoing basis- managing all FBD L&P complaints- FBD L&P risk (RSCA quarterly return and ongoing management of same)- develop and maintaining relationships with Providers for which FBD L&P hold agency agreements- manage the weekly & monthly branch/Financial Advisor MI & ensure it is collated & distributed by my team- preparation of monthly bonus payments- managing all aspects of FA Compliance and reporting of same- manage L&P accounts administrative items and processes including commission reconciliations, debtors listing, monthly receipts, bank recs to facilitate prep of the monthly management accounts.

Dublin, County Dublin, Ireland

I had responsibility for both the existing book of group pension business and also for development of new group schemes or FBD Life and Pensions

Dublin

I provide independent advice on the following areas:• Pension planning and retirement income plans.• Life assurance cover, specified serious illness cover, income protection and other protection policies.• Lump Sum deposits/investments.• Regular contribution savings plans in various types of non linked,unit linked, and other collective investment funds.• Mortgage finance.FBD Financial Solutions is an independent intermediary which is in a position to place your business with most of the country's leading Financial Institutions.

Dublin, Ireland

• Achieve the annual branch Wealth Financial Plan by maximising business income and product sales through the leveraging of all opportunities from Customer Service Reviews and referrals from Retail and Business banking• Influence and motivate branch staff to generate Wealth sales leads• Coach, mentor and train branch staff in relation to the features and benefits of the Wealth offering• Manage and drive branch sales meetings• Identify cross selling opportunities with banking and investment teams within AIB• Provide holistic advice based on each customer’s needs

Bachelor Of Commerce (B.Com.)

Qualified Financial Advisor

Professional Certificate, Dc Pension Scheme Trusteeship

Professional Diploma, Retirement Planning Advice