Expert Business Advisor

5 days ago

Cork, Cork, Ireland beBeeFinancial Full time €50,000 - €70,000

As a trusted business advisor, you will play a key role in helping SMEs achieve their financial goals. Our team of experts provides forward-thinking relationships and tailored advice to drive business success.

Key Responsibilities
  • Achieve revenue and business targets across life, pension, and investment products, upholding the highest standards of professionalism and advice.
  • Conduct thorough fact-finding with clients to identify and prioritize their financial needs and objectives.
  • Develop and nurture internal and external connections to promote our services.
  • Maintain quality standards, including processes, technology, and procedures, ensuring compliance with regulatory requirements and company policies.

The ideal candidate will have a strong background in sales and be able to communicate and organize effectively. They will be able to analyze issues, seek support, and make informed decisions. The candidate should be efficient in achieving set goals and targets and hold relevant certifications such as CFP or QFA.

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