Senior Investment Professional

2 weeks ago


Galway, Galway, Ireland beBeeCareer Full time €40,000 - €80,000
Financial Advisory Role Overview">

We are seeking a highly motivated and dynamic individual to join our team as a Financial Advisor. This role offers an excellent opportunity to grow your career within a long-established company, reporting directly to the Sales Manager.

Job Responsibilities
  • Achieve business targets for life, pension, and investment services by providing exceptional customer experiences and solutions.
  • Conduct comprehensive assessments with clients to identify and prioritise their financial planning needs.
  • Build and nurture both internal and external relationships to grow the financial solutions business.
  • Maintain high standards in professionalism and compliance with regulatory requirements.
  • Take responsibility for personal and professional development by proactively improving sales, technical skills, and industry knowledge.
Qualifications and Experience
  • Minimum Leaving Certificate or equivalent.
  • Recognised qualifications such as QFA or CFP.
  • Proven ability to assess customer needs and provide solutions for investments, life, and pensions.
  • Strong self-starter with a high level of energy and initiative.
  • Sales experience, either with intermediaries or direct to the public.
  • Proficiency in MS Office and electronic point-of-sale systems.
Benefits and Opportunities
  • This is an equal opportunity employer that welcomes applications from individuals regardless of age, gender, ethnicity, or background.
  • Results-driven environment focused on achieving and exceeding targets.


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