Insurance Broker Professional

4 days ago


Dublin, Dublin City, Ireland MortgageLine Full time

We are seeking an experienced Financial Advisor to join our team at Mortgageline. As a Life and Pensions Specialist, you will be responsible for identifying client's financial needs and providing recommendations based on their requirements.

With a proven track record in client-facing target-driven roles, you will have excellent communication skills and be self-motivated, organised, with your own initiative. You will also have a strong work ethic with a focus on offering quality compliant advice.

Key Responsibilities
  1. Client Needs Identification: Identify client's financial needs for both new and existing clients.
  2. Compliance: Maintain compliance with industry regulations and standards.
  3. Relationship Building: Build and maintain strong relationships with clients.
  4. Industry Knowledge: Stay up-to-date on information on Financial products and related services.
  5. Target Achievement: Exceed financial targets and meet company expectations.
Requirements
  1. (QFA) Qualified Financial Advisor qualification.
  2. A minimum of 2 years' experience in a Sales role.
  3. A proven track record in client-facing target-driven roles.
  4. Prior experience with Life & Pensions.
  5. Excellent communication skills.
  6. Self-motivated, organised professional, with own initiative.
  7. A strong work ethic with a focus on offering quality compliant advice.
  8. The ability to work in a fast-paced environment.
What We Offer
  • A well-established Irish Mortgage Broker with Agencies with all main Insurance Companies.
  • A hybrid work arrangement.
  • Professional Membership Fee Paid.
  • Pensionable after 6 months with the company.
  • Death in Service after 1 year with the company.
  • Ongoing training and professional development.
  • A diverse and inclusive company culture.
  • An office located in Dublin 9, conveniently accessible by bus and train routes.

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