Financial Advisor

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Job description

Embark on a fulfilling career journey with our client, a dynamic and ambitious company in the insurance area. Reporting to the Sales Manager, this role offers an exciting opportunity for career development within a forward-thinking organization.

Job Highlights:

  • Achieve revenue targets in life, pension, and investment business, ensuring high standards of professionalism.
  • Conduct comprehensive fact-finding sessions to identify and prioritize customers\’ financial planning needs.
  • Proactively build internal and external relationships to promote and grow financial solutions business.
  • Operate to defined quality standards, ensuring compliance with policies, procedures, and regulatory requirements.
  • Take ownership of personal development, enhancing sales ability, technical skills, and industry knowledge.

Requirements:

  • Leaving Certificate or equivalent qualification.
  • Recognized Qualification (e.g., QFA, CFP).
  • Proven ability to identify customer needs and provide recommendations for Investment, Life & Pensions.
  • Self-starter with high energy and a track record in sales to intermediaries or the public.
  • Proficiency in MS Office and electronic point of sale and administration systems.
  • Strong competencies in customer relationship management, planning & organization, interpersonal skills, problem-solving, decision-making, and a drive for results.

Why Join:

  • Opportunity for career growth within a vibrant and expanding company.
  • Excellent commission structure.
  • Collaborate with Insurance management and staff in a supportive environment.
  • Competitive salary and benefits package.

If you\’re ready to make a significant impact in the financial advisory space and be part of a thriving organization, apply now!

Apply now

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