Senior Protection Advisor

17 hours ago


Dublin, Dublin City, Ireland beBeeFinancial Full time €42,000 - €54,000

Financial Planning Advisor Role

We are seeking a skilled Financial Planning Advisor to join our team. In this role, you will be responsible for arranging appointments with clients and providing financial advice on protection policies.

Key Responsibilities:

  1. Making and taking calls to arrange appointments with clients.
  2. Booking quality appointments that have a high probability of completing a sale.
  3. Providing financial advice and selling group protection policies to clients.
  4. Meeting targets related to call volume, appointment scheduling, and product sales.
  5. Maintaining accurate records of client interactions on Salesforce.
  6. Dealing with clients in a professional and timely manner.
  7. Lead generation through promoting other company products and services.

Required Skills and Qualifications:

  • Full or partial QFA (Qualified Financial Advisor) desired but not required.
  • Previous experience dealing with customers over the phone.
  • Ability to upsell products.
  • A keen eye for detail and quality.
  • Excellent customer service skills.
  • Strong verbal communication skills.
  • Proven track record in meeting and exceeding targets.
  • Strong IT skills with good working knowledge of Microsoft Office suite.

Benefits:

  • Flexible working from home options.


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