Financial Advisor

3 weeks ago

Cork, Cork, Ireland FBD Insurance Full time

Join to apply for the Financial Advisor - Cork role at FBD Insurance

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.

Responsibilities include:

  • Achieving revenue and business targets for life, pension, and investment products while maintaining high standards of professionalism and advice, conducting comprehensive fact finds to identify and prioritize clients' financial needs.
  • Developing internal and external relationships to promote and grow FBD Financial solutions.
  • Ensuring compliance with company standards, policies, procedures, and regulatory requirements.
  • Continuously improving personal sales ability, technical skills, and industry knowledge.

Qualifications:

  • Leaving Certificate or equivalent qualification.
  • Recognized qualification such as QFA or CFP.

Experience:

  • Proven ability to identify customer needs and recommend suitable investment, life, and pension solutions.
  • Self-motivated with high energy levels.
  • Sales experience with intermediaries or the public.
  • Proficiency in MS Office and electronic point of sale systems.

Competencies:

  • Strong customer relationship management skills.
  • Excellent planning, organization, interpersonal, communication, and organizational skills.
  • Problem-solving and decision-making abilities.
  • Drive to achieve results.

Regulatory Note: This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. Knowledge and compliance with standards are required at all times.

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.

Additional Details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industry: Insurance
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