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Financial Advisor

1 month ago

Dublin, Dublin City, Ireland FBD Insurance 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 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.
  • Proactively develop internal and external relationships to promote, maintain, and grow FBD Financial solutions business.
  • Operate to defined quality standards, including processes, technology, and procedures, ensuring 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.
  • Recognised 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 to intermediaries or the public.
  • Proficiency in MS Office and electronic point of sale and administration systems.
  • Customer Relationship Management: ensuring high levels of customer satisfaction.
  • Planning & Organisation: prioritising tasks in a busy environment.
  • Excellent interpersonal, communication, and organisational skills.
  • Problem solving & Decision making: analysing issues, seeking support, and making decisions.
  • Drive for results: working efficiently to achieve targets.
MCC

Under the Central Bank's fitness and probity regime, this role carries the following Controlled Function designations: CF3 & CF4.

This role is within Pay Band C of FBD's Commercial Pay Band.

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

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