Financial Advisor

3 weeks ago

Galway, Galway, Ireland FBD Group Full time

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Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious, and growing company. The Financial Advisor will work closely with FBD Insurance management and staff locally.

Job Responsibilities
  • Achieve revenue/business targets for life, pension, and investment business while maintaining high standards of professionalism and advice, conducting comprehensive fact finds with customers to identify and prioritize their financial planning needs and objectives.
  • Proactively develop internal and external relationships to promote, maintain, and grow FBD Financial solutions business.
  • Operate according to quality standards, including processes, technology, and procedures, ensuring compliance with company standards, policies, procedures, and regulatory requirements.
  • Take responsibility for personal development by proactively improving sales ability, technical skills, and industry knowledge.
Education
  • Leaving Certificate or equivalent qualification.
  • Recognized Qualification (e.g., QFA, CFP).
Experience
  • Proven ability to identify customer needs and recommend solutions related to Investment, Life & Pensions requirements.
  • Self-starter with high energy.
  • Sales experience with intermediaries or the public.
  • Proficiency in MS Office suite and electronic point of sale and administration systems.
  • Customer Relationship Management: ensure high-quality customer interactions.
  • Planning & Organisation: prioritize tasks effectively in a busy environment.
  • Excellent interpersonal, communication, and organizational skills.
  • Problem solving & Decision making: analyze issues, seek support when needed, and make decisions.
  • Drive for results: work efficiently to achieve objectives.
MCC

This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. You are expected to know and comply with these standards at all times.

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FBD is an inclusive, Equal Opportunity employer that considers applicants regardless of age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, or social circumstances.

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