Pensions and Life Assurance Specialist

2 days ago


Dublin, Dublin City, Ireland TN Ireland Full time

We are seeking a highly skilled financial professional to join our team as a pensions and life assurance specialist. In this role, you will be responsible for providing expert advice to clients on retirement planning, investments, and other financial matters.

  • Manage an existing client base in Dublin and surrounding areas.
  • Provide high-quality financial advice through regular reviews and tailored services.
  • Develop and maintain strong relationships with clients to drive growth and retention.
  • Maintain regulatory compliance and uphold the company's business ethics.
Requirements
  • Hold a QFA and RPA qualification, with CFP preferred.
  • Possess strong technical knowledge of pensions and life assurance products.
  • Minimum 3-5 years of sales experience in the life and pensions industry, preferably in a broker environment.
  • Full driving license required.
  • Demonstrated ability to work under pressure and as part of a sales team.
  • Proficient IT skills, including Microsoft Excel and Word.


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