Dynamic Financial Planner

1 day ago


Dublin, Dublin City, Ireland beBeeFinancialAdvisorship Full time €35,000 - €40,000
Role Overview

We are seeking a skilled Financial Advisor to provide expert guidance on financial planning and protection policies.

Key Responsibilities:
  • Making and receiving calls from clients to arrange appointments with our financial consultants
  • Booking high-quality appointments with a high probability of completing sales or sales transactions
  • Offering advice and selling group protection policies to clients
  • Maintaining accurate records on Salesforce, including lead and opportunity activity
Essential Skills:
  • Full or partial QFA qualification is desired but not required; willingness to work towards same as part of professional development essential
  • Previous experience in customer-facing roles, preferably over the phone
  • Upselling products and services
  • Attention to detail and quality focus
  • Excellent customer service skills
  • Strong IT skills with good working knowledge of MS Office suite
Benefits:
  • Flexible working arrangements, including remote work options
  • Investments in employee professional development
  • Annual leave entitlements, increasing based on service length
  • Comprehensive family leave policies (maternity/paternity/surrogacy)
  • Performance-based bonus/commission scheme

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