Direct Sales Advisor

Role Description

Direct Sales Advisor – Personal Lending

Location: Dublin

Salary: €30,000  


CPL Recruitment are seeking a Personal Lending Advisor to take up a permanent position with one of Ireland’s leading Financial Institutions based in Dublin. The succesful candidate will hold QFA accreditation or be on track to achieving same.

Our client is looking to expand their Direct Channels department in line with customer demand. The ideal candidate will have experience in a financial institution and have a proven sales record. A customer centric attitude is essential and competency dealing with customers in a telephony based environment is a must.

As a Direct Sales Advisor within the Personal Lending team you will be responsible for processing loan applications and overdrafts via inbound calls. You will be expected to comply with all internal and external regulatory processes whilst exceeding customer’s expectations at each turn. It will be imperative that you employ your problem solving abilities and showcase your ability to work in a dynamic, fast-paced environment whilst displaying a professional approach at all times!



  • Actively pursuing all potential sales, cross sales and up-sell opportunities to achieve and exceed targets set


  • Proactively Outbound-call customers to engage in needs based conversations, to establish customers financial requirements. Manage an Inbound line adhering to strict AHT target’s while fulfilling the customer’s requests and identifying any cross sales opportunities.


  • Deliver excellence in customer service and maintain all telephony standards and targets set.


  • Work effectively as part of a team to ensure delivery of excellent customer service and maximise sales opportunities


Key Requirements:

  • Proven past sales track record


  • Loans, Regulations, Savings & Investments with a commitment to full QFA within 18 months


  • Highest standard of service with a strong customer focus and proven commitment to customer excellence standards


  • Good communication and interpersonal skills with an ability to work effectively as part of a high performing team


  • Self-motivated and energetic with the necessary drive, enthusiasm and commitment to achieve agreed goals


  • Ability to multi – task in a fast paced changing working environment – candidate may be required to cover multiple product lines on a daily basis


  • Previous experience in a credit or Lending role an advantage


Take the next step and reach out to me at or call me for a confidential chat on 0858707192


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