Broker Consultant (Life & Pensions)

BROKER CONSULTANT (LIFE & PENSIONS) – WEST OF IRELAND

Reporting to the Regional Business Manager, this role strengthens the company’s commercial footprint across the intermediary market in Ireland’s West region. As part of a dynamic Distribution, Marketing & Product division, the Broker Consultant leads growth through strategic broker partnerships, expert technical insight, and commercially intelligent business planning. The company is a recognized leader in life and investment solutions, combining innovation, performance, and integrity to drive long-term value for clients and partners alike. This role is suitable for someone QFA qualified, with prior experience liaising with the intermediary market.

RESPONSIBILITIES

• Grow market share across assigned territories by deepening strategic broker and intermediary relationships.
• Act as the principal commercial advisor to key intermediaries, guiding portfolio strategy and market positioning.
• Drive distribution success through structured business development planning and execution.
• Translate broker insights into actionable strategies that shape product promotion and customer engagement.
• Collaborate closely with internal underwriting, product, and marketing teams to ensure seamless business delivery.
• Deliver compelling product presentations and technical training tailored to broker capability and compliance.
• Monitor and benchmark competitor trends to strengthen market presence and proposition relevance.
• Develop, maintain, and expand an active broker portfolio to achieve sustained revenue growth.
• Ensure governance and accuracy in all business submissions, reporting, and Salesforce activity.
• Represent the business professionally at industry events, reinforcing thought leadership and brand credibility.
• Contribute to strategic sales forecasting and pipeline management to support regional performance objectives.

REQUIREMENTS

• Bachelor’s degree in business, Finance, or related field; QFA qualification essential (Master’s desirable).
• Proven track record in broker consultancy, intermediary channel management, or financial distribution.
• Strong technical competence in investment, pension, and protection products.
• Demonstrable ability to convert broker relationships into measurable revenue outcomes.
• Deep understanding of intermediary models, regulatory frameworks, and evolving market trends.
• Commercially strategic mindset with the confidence to influence senior stakeholders.
• Skilled communicator with persuasive presentation and negotiation capabilities.
• High standards of integrity, professionalism, and client care.
• Analytical capability to assess portfolio performance and identify growth levers.
• Resilient, adaptable professional comfortable working across changing business environments.

For more information, please contact peter.casey@cpl.ie

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