Career Opportunities in Financial Services

10 hours ago

Limerick, Limerick, Ireland beBeeFinancial Full time €40,000 - €75,000
Job Overview

The financial services professional will collaborate with management and staff to achieve revenue targets for life, pension, and investment business.

Key Responsibilities:
  • Conduct comprehensive fact finds with customers to identify and prioritize their financial planning needs and objectives.
  • Develop internal and external relationships to promote, maintain, and grow financial solutions business.
  • Operate to quality standards defined, including processes, technology, and procedures, and ensure compliance with company policies and regulatory requirements.
  • Take responsibility for personal development by consistently improving sales ability, technical skills, and industry knowledge.

Required Skills and Qualifications:

  • Leaving Certificate or equivalent qualification.
  • Recognized Qualification (e.g. QFA, CFP).

Benefits of the Role:

This role offers a unique opportunity to advance your career in financial services, working closely with a dedicated team to achieve business goals.

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