Sales Support

Prisma Financial Limited

Full Time

Position: Sales Support
Company: Prisma Financial Limited
Location: Westmeath
Contact: Johanna Farrell
Contact Email:
Date Posted: 8th March 2021

Job Specification:

The role will involve

Sales Support to a number of the Sales team as well as the pricing, sourcing, vetting paperwork and submitting of new Protection, Pension, Investments applications.

Follow up regarding pipeline

Dealing with servicing queries from existing clients and sales staff and

Dealing with the annual reviews sent out to clients

Responsibilities Include:

  • Completing quotes as requested by Sales team
  • Follow up of pipeline
  • Dealing with Life offices in relation to new business and existing queries
  • Completing annuals renewals and reviews for Sales Team
  • Dealing with client queries and providing excellent levels of service to our clients
  • Working with the other team members
  • Adhere to Central Bank regulations at all times

 Skills & Qualities Required:

  • Self-Motivated
  • Experience in financial brokerage or Life Assurance Office
  • Excellent Organisational Skills
  • Good at problem solving
  • QFA or on path on complete
  • Ability to work on own initiative and as part of team
  • Excellent communication and client service skills

Prisma Financial Limited is an equal opportunities employer and is regulated by the Central Bank of Ireland.

Please respond with your Curriculum Vitae, in the strictest confidence, to:

Johanna Farrell
Prisma Financial Limited
Unit 1 Riverview Commercial Centre
Main Street
Co. Westmeath

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