Responsibilities include:• Account management of existing clients in given territory prioritising key accounts where necessary• Develop relationships with new customers through an efficient professional service ensuring repeat business• Planning and organising your week through appointment making over the phone on given days• Working towards daily, weekly and monthly targets in a very fast paced target driven organisation• Provide weekly report to Sales Manager and… Show more Responsibilities include:• Account management of existing clients in given territory prioritising key accounts where necessary• Develop relationships with new customers through an efficient professional service ensuring repeat business• Planning and organising your week through appointment making over the phone on given days• Working towards daily, weekly and monthly targets in a very fast paced target driven organisation• Provide weekly report to Sales Manager and attend weekly and monthly sales meetings Show less

I worked in Investment Solutions for five years and was one of the longest serving employees in the company. Throughout my time there, I gained invaluable experience working within numerous areas of the business including Mortgages, Life & Pensions and Investments.Responsibilities include:• Successfully managing the mortgage department• Trained in numerous new staff members on the mortgage process and what is expected of them within the company regarding… Show more I worked in Investment Solutions for five years and was one of the longest serving employees in the company. Throughout my time there, I gained invaluable experience working within numerous areas of the business including Mortgages, Life & Pensions and Investments.Responsibilities include:• Successfully managing the mortgage department• Trained in numerous new staff members on the mortgage process and what is expected of them within the company regarding mortgages• Developing and maintaining excellent relationships with Clients, ensuring best advice is given at all times• Developing and maintaining clients and establishing a good rapport with HR managers in order to hold successful seminars and PowerPoint presentations throughout various Hospitals, Schools, Second Level colleges and County Councils to increase our client base • Successful implementation and management of AVC group schemes within the public sector• Identifying our clients requirements through a detailed fact finding process and providing best advice based on this• Continual maintenance of Client Relationships through quality customer service• Establishing Terms & Conditions of Business and Fee Negotiation (where appropriate) in accordance with company policy• Continuously working towards targets in a fast paced target driven environment• Reporting to Regional Sales Manager on a weekly basis and attending monthly sales meetings with business plan for the following month etc Show less