Financial Adviser

2 days ago

Dublin, Dublin City, Ireland Integrity Talent Solutions Full time
Overview

As a home based Financial Adviser, you will call high-net-worth leads provided, qualifying, scheduling and conducting face-to-face appointments. You will meet with prospective clients with the goal of gathering new investment clients for the firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on client acquisition.


Responsibilities
  • Qualify high-net-worth leads provided by the firm
  • Schedule and conduct face-to-face appointments
  • Develop new investment clients for the firm through consultative selling
  • Collaborate with portfolio management and client service teams to ensure smooth client onboarding and retention
  • Focus on client acquisition while leveraging internal support

Qualifications
  • Professional Diploma in Financial Advice (QFA) required.
  • Consistent and quantifiable individual sales success with high-net-worth individuals
  • Quantifiable track record in closing new investor business
  • Proven closer with outstanding documented sales ability
  • Optimistic outlook; see failures as opportunities to improve and find solutions
  • High activity orientation and persistent through setbacks
  • Ability to connect with a wide array of audiences through dynamic interpersonal skills
  • Highly ethical and professional

Seniority level
  • Mid-Senior level

Employment type
  • Full-time

Job function
  • Finance

Industries
  • Investment Advice and Financial Services
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