Skilled Financial Consultant Wanted

4 days ago

Cork, Cork, Ireland beBeeInvestment Full time €40,000 - €60,000
Job Description

At our organization, we are seeking a skilled Financial Consultant to join our team. The ideal candidate will have a strong background in sales and be able to identify customer needs and provide tailored recommendations for investment, life, and pensions products.

The successful candidate will be responsible for achieving revenue and business targets across life, pension, and investment products, maintaining high standards of professionalism and advice. They will also conduct thorough fact-finding with customers to identify and prioritize their financial needs and objectives.

In addition, the role involves actively developing and nurturing internal and external relationships to promote the business. The successful candidate will adhere to defined quality standards, including processes, technology, and procedures, ensuring full compliance with company policies, procedures, and regulatory requirements.

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