Financial Consultant - Partnerships Team

Who We Are

At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

Role Purpose

We are currently recruiting a number of Financial Consultants to service and advise our public sector clients. Financial Consultants are highly motivated and driven financial advisors who work alongside clients to determine their financial needs, assess potential savings and in turn offer them suitable financial products. These products include; salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services. This is a target-driven role in a busy sales environment.

All Financial Consultants receive 8 weeks' extensive training prior to commencement within the role. Full QFA status or progression towards QFA qualification is desirable. However, full educational support will be provided for consultants who do not have this qualification.

What We Can Offer You....

• Flexible working from home options as part of our Cornmarket Flex ways of working

• Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)

• Annual leave (increases based on service)

• Flexi leave (option to take additional annual leave)

• Attractive & flexible pension contribution rates

• Health insurance or wellness subsidy

• Fully paid family leave types (maternity/paternity/surrogacy)

• Performance based bonus/commission

• Subsistence and mileage allowance

• Income protection

• Life cover

• Discounts on financial products

• Comprehensive health & wellbeing programme

• Employee Assistance Programme

• Active Sports & Social Club

Accountabilities of the Role

• Conducting a comprehensive fact find or financial health check with customers to identify their needs and objectives

• Selling particular life policies to include; salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services

• Presenting about our services at different workplaces (for example hospitals and schools) for brand visibility within the surrounding regions of where the consultant is based

• Delivering a consistent, high level of professional customer service with focus on enhancing the customer experience at every interaction

• Reaching or exceeding assigned sales goals and targets based on selling of financial products

• Responding to a variety of different customer lead sources in a professional manner

• Building quality, long-term relationships with our customers by providing an efficient and specialised service to customers

• Providing best practice financial advice on a number of different areas

• Retaining existing business sold via the life sales external and internal team

• Performing duties in a compliant manner in accordance with our policies and procedures

• Complying with risk control and regulatory requirements that are relevant to this role

• Maintaining commercial awareness relevant to this role

Skills & Knowledge Required

• Ideally the candidate will hold APA designation or full QFA, however we will support attaining such qualification

• The ideal candidate will possess both sales and customer service experience

• Previous experience within a financial institution is advantageous

• Exceptional stakeholder management and communication skills

• Strong attention to detail and numerical reasoning skills

• Ability to work to deadlines and targets

• Time management and organisation skills

• Comply with risk control and regulatory requirements that are relevant to this role

• Maintain commercial awareness relevant to this role

Controlled Function Position

This role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity.

Equal Opportunities & Data Privacy Notice

Cornmarket is committed to building an inclusive workplace environment, We’re proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team. To review our data use practices, visit our Recruitment Data Privacy Notice.