Experience

Irish Pensions & Finance

• Ireland
• Financial Services
• 1 - 100 Employee

• Junior Associate

  • Dec 2021 - Present

  - Identifying the clients needs and objectives for their financial plans. Consultative selling techniques is a core part of the sales process.- Building financial plans for clients where necessary. This included Pensions, Life Assurance, Income Protection, Investments and Approved Retirement Funds.- Building up a client bank through prospecting (referrals, marketing campaigns, intimate referrals).- Closing business and appointments which ensured KPI's being hit.-My targets were based off quarterly revenue brought into the company / yearly target based off revenue brought in over a calendar year.- All of my targets have been achieved since starting in the company

• Assistant Financial Advisor

  • Oct 2020 - Dec 2021

  - Assisting senior financial advisors manage their diaries.- Managing my own diary and booking in calls for my own appointments.- Quarterly and yearly targets being met while studying for my QFA exams- Helping with the onboarding / training of new staff joining the company.



Camile Thai Kitchen

• Ireland
• Food and Beverage Services
• 100 - 200 Employee

• Supervisor

  • Oct 2017 - Oct 2020

  - Data inputting, invoices, and other clerical work.- Delegating tasks to fellow colleagues.- Answering phone calls to take orders and answer customer queries. - Work at the cash register and serve customers.- Opening Camile which entailed going to the bank in the morning to lodge money from the previous night. - Closing the restaurant which required counting the restaurants earnings for the day, cleaning the restaurant thoroughly and locking up. - Waitressing: serving meals, cleaning up the tables and ensuring the customer is enjoying their experience in the restaurant.- Working under pressure was a day to day experience as the orders came in fast.