Qualified Financial Advisor

3 weeks ago

Portlaoise, Ireland LowQuotes.ie Full time

We are currently seeking for an ambitious and adaptable individual to fill the role of Qualified Financial Advisor. * A Hybrid WFH opportunity is available for suitable candidates. * Low Quotes provide solutions for clients Financial needs such as Protection, Pensions, Savings & Investments & Mortgages. We specialize in online and telephone consultations. Our Advisors have full support from the Administration Department, allowing advisors to concentrate on advising our new and existing customers. We are seeking 5 types of Financial Advisors: Life Insurance Advisors. Financial Planners. Mortgage Advisors. Pension Savings & Investment Advisors. (or) Experience in all of the above. Responsibilities - Provide expert advice over the phone and by email. Actively identify sales opportunities from high intent inbound enquiries and proposing suitable financial solutions, cross-selling products where possible. Ensure all internal procedures and industry regulations are followed. Requirements - QFA, CFP or APA certified. Excellent telephone sales skills. Delivering a high level of customer service via phone, email & web-meetings. Team player that maintains productive relationships with colleagues & management. Previous experience as a Financial Advisor, CFP or APA in a Financial Services Brokerage or Financial Institution. Previous experience operating a CRM system a bonus. Why choose Low Quotes? - High intent customer enquiries delivered directly to your CRM. Hybrid WFH available for the ideal candidate. Company Pension available. Employee Wellness Programme. Competitive salary with uncapped commission and bonus (DOE). Full support from Administration Department. Full Sales & CRM training provided. Low Quotes Broker Center and CRM to assist with streamlining processes. Benefits: Work From Home

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