Financial Consultant - Partnerships Team

at  Cornmarket

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.

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

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.

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
• 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