Financial Advisor Limerick

3 weeks ago

Limerick, Limerick, Ireland FBD Consulting, LLC Full time

Join to apply for the Financial Advisor Limerick role at FBD Consulting, LLC

1 day ago Be among the first 25 applicants

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Company Description

FBD Holdings PLC

Job Description

Job Overview

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 working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives.
  • Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business.
  • Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements.
  • Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge.

Job Responsibilities

Education
  • Leaving Certificate or equivalent qualification.
  • Recognised Qualification (e.g. QFA, CFP).

Experiences
  • Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements.
  • Self-starter with high energy.
  • Sales experience to intermediaries or the public.
  • Proficiency in MS Office suite of products and in electronic point of sale and administration systems.

Competencies
  • Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer
  • Planning & Organisation: prioritises competing tasks in a busy environment
  • Excellent interpersonal, communication and organisational skills.
  • Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions
  • Drive for results: works efficiently to achieve results

MCC

This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times.

Footer

FBDis an inclusive Equal Opportunity employer that considers applicantsirrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.

Skills

Life & Pensions Insurance Sales

Benefits

Bonus Health Plan Paid Holidays PensionSeniority level
  • Seniority levelEntry level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales
  • IndustriesInvestment Advice

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