New Ireland Assurance is one of Ireland's leading life and pension companies, providing products for over 500,000 customers with funds of €14 billion. It seeks highly motivated financial advisors to grow their business by selling protection, investment, and pension products. Advisors are self-employed and compensated through commissions. New Ireland offers training, marketing support, and technology tools like a mobile app and client database to help advisors build and service their customer base.

1. taking care of you...
A Financial Advisor Career with
New Ireland Assurance

2. Our Company
New Ireland Assurance Company plc is one of Ireland’s leading life and pension
companies. Founded in 1918 New Ireland was the first wholly Irish owned life
assurance company to transact business in Ireland. We provide life assurance,
pensions and investment solutions to both individual and corporate customers.
The Company is a member of the Bank of Ireland Group.
Why choose New Ireland?
• We have over 500,000 customers in Ireland
• We are one of Ireland’s leading protection, investment and pension providers
with a current market share of over 24% and our scale allows us to provide
exceptional value to our clients.
• We are a prudent and well managed company, and our considerable
financial strength underpins the security of our customers’ benefits.
• Our customers’ funds of over €14 billion (January 2015) are managed by our
world class investment partners.
We pride ourselves on our commitment to providing high quality,
courteous and efficient service to our customers and supporting our sales
teams. The strategy for our business, the goal of the senior management
team and the focus of our staff is to look after our new and existing
customers better than any other company in the Irish market.
One of Ireland’s leading
protection, investment
and pension providers...
Our customers’ funds
of over €14 billion
(January 2015) are
managed by our world
class investment
partners
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3. Financial Advisor Role Specification
As a self employed Financial Advisor you will have a unique opportunity to manage and grow a
customer base, with the backing and support of a highly respected and recognised brand. Our
Financial Advisor community consists of highly motivated individuals who thrive on developing a
personal customer base through the sale of a broad suite of innovative products, whilst effectively
servicing existing New Ireland Assurance policyholders.
Our Financial Advisors are self motivated and hard working individuals who are highly driven and
focussed on providing best in class customer service. They have an ability to work on their own
initiative and as part of a busy wider sales team. In return, we offer access to an existing client
base, full training support and the opportunity to develop and grow your business in a progressive
and challenging environment. Our Financial Advisors are remunerated by commission payments
based on related sales.
Key Role Responsibilities
• Deliver a consistent high level of sales and
service to customers in relation to Pension,
Protection & Investment advice
• Develop an in-depth understanding of
the product suite offered by New Ireland
Assurance
• Develop a detailed knowledge of the business
processes and business owners to enable
effective service levels to customers
• Proactively contribute to the retention of
existing business by providing excellent
customer service
• Ensure compliance standards are followed
at all times and that all legal and regulatory
requirements are met
• Participate in individual development
activities/training to maximise individual
performance
• Ensure all customer complaints are dealt with
effectively and escalated where necessary in
accordance with the training and guidance
provided by the Company and the Consumer
Protection Code 2012
Key Role Competences
• Self motivated, highly driven with the passion to
succeed and a strong commitment to providing
“best in class” customer servicing
• Excellent interpersonal, problem solving and
relationship management skills
• Ability to work on your own initiative with a focus
on generating ideas to identify new customers to
develop business
• Excellent networking skills and desire to create a
lasting business proposition which is considered
best in class in your local region
• A high level of accuracy / attention to detail in
completing customer fact finds, needs analysis &
recommendations.
• Ensuring that all necessary customer information
is correctly recorded and frequently updated as
required
• Excellent PC, administration & organisational
skills
• Hold minimum QFA status. Diploma in Pensions
/ Retirement Planning Advice (RPA), Certified
Financial Planning (CFP) or other relevant
financial planning qualifications are an advantage
Minimum Competency Code (MCC) requirements apply to this role.
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4. Our Customer Propositions
Protection Proposition
Life Cover
• Mortgage Protection
• Family Protection
• Business Protection
Serious Illness
• Mortgage Protection
• Family Protection
• Business Protection
Income Protection
• Employees
• Directors
• Self- Employed
Investment Proposition
Regular Premium Savings
Single Premium Investments
Our investment proposition focuses on 2 key areas:
1. With close to 50 different funds and the new iFunds range of portfolio
managed funds, New Ireland has a diversified investment offering
2. Our funds provide access to some of the best national and international fund
managers including State Street Global Advisors Ireland, BNY Mellon Asset
Management, Davy Asset Management and Kleinworth Benson Investors
Ireland.
Retirement Planning Proposition
Pre- Retirement:
• Individual
- Self-employed pension plans
- Director pension plans
• Group Employee pension plans
• Personal Retirement Bonds
• AVCs
• PRSAs
• Pension Term Assurance
Post Retirement
• ARF
• AMRF
• Annuity
With close to 50
different funds and
the new iFunds range
of portfolio managed
funds, New Ireland has
a diversified investment
offering
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5. Building Your Business
What can New Ireland Assurance offer you as a
Financial Advisor?
New Ireland Assurance offers you the opportunity to build a strong business.
As a self employed Financial Advisor there are no limiting factors and you
determine your level of income based on your own success and ambition.
New Ireland will support you in:
- The support of an Area Manager
- Office and administration support
- Training on the New Ireland product range
- Recruiting new customers
- Service existing customers
- Support from Product Managers across product areas
- Ongoing technical support covering all aspects of taxation,
pensions and compliance
- Marketing team support
Where can I find out more?
To find out more about New Ireland Assurance, our products and supports
available to you, go to www.newireland.ie or contact one of our Area Managers
(contact details on the back page).
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6. Our Technology Support for You
• Laptop technology allowing:
- online submission of new proposals for customers
- Full access to your existing client database
- access to all product literature
• Mobile app allows you:
- to view your pipeline of business
- provide access to policy enquiry on your phone or iPad
• Marketing Centre:
- provides you with relevant and useful marketing support material such as
flyers, posters and letters
- all items are personalised with your contact details when you log in to the
system
- download PDFs or order hard copy versions
• Fund Centre:
- Our online investment Fund Centre is a market leading investment tool for
advisors and their clients
• iPort:
- Allows you to assess your clients attitude to risk and provide them with
tailored investment reports
Our mobile app allows
you to view your pipeline
of business and access
to policy enquiry on your
phone...
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7. Brian Sullivan - Head of Financial Advisor Team
086 254 9613
brian.sullivan@newireland.ie
Tom Murphy
Dublin North East
086 259 3560
tom.murphy@newireland.ie
John Harkin
Dublin South East
086 253 5438
john.harkin@newireland.ie
Kevin O’Grady
South East Midlands
086 250 9290
kevin.ogrady@newireland.ie
Peadar Deegan
Cork East
086 618 1947
peadar.deegan@newireland.ie
Tim Barry Murphy
Cork West
086 267 4706
tim.barrymurphy@newireland.ie
Stephen Keogh
South West Midlands
086 777 0307
stephen.keogh@newireland.ie
Niall Melvin
North West
086 251 4418
niall.melvin@newireland.ie
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8. New Ireland Assurance Company plc.
11-12 Dawson Street, Dublin 2 T: 01 617 2000 F: 01 617 2075 E: info@newireland.ie W: www.newireland.ie
This document is intended to be a guide only. New Ireland believes any information contained in this document to be materially accurate
but does not warrant its accuracy and completeness. While products have been mentioned, this document does not address the features
or risks associated with investing.
New Ireland Assurance Company plc is regulated by the Central Bank of Ireland. A member of Bank of Ireland Group.
301903 V5.01.15