Financial Advisor

3 weeks ago

Limerick, Limerick, Ireland FBD Insurance Full time
Job Overview

Reporting to the Sales Manager, this 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. Conduct 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, procedures, and ensure compliance with company policies, standards, 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 make recommendations regarding Investment, Life & Pensions requirements.
  • Self-starter with high energy.
  • Sales experience to intermediaries or the public.
  • Proficiency in MS Office and electronic point of sale and administration systems.
Competencies
  • Customer Relationship Management: Ensures customer interactions are delivered to a high satisfaction level.
  • Planning & Organisation: Prioritizes tasks effectively in a busy environment.
  • Excellent interpersonal, communication, and organizational skills.
  • Problem solving & Decision making: Analyzes issues, seeks support when needed, and makes informed decisions.
  • Drive for results: Works efficiently to achieve goals.
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 the 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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