Expert Financial Advisor

2 weeks ago

Limerick, Limerick, Ireland beBeeBusiness Full time €40,000 - €60,000
Senior New Business Consultant Role

This is a challenging and exciting opportunity to work as a senior new business consultant, responsible for providing expert advice to clients on a range of pre and post-retirement products, protection and pensions.

The ideal candidate will have a strong background in financial planning or employee benefits, with the ability to build and maintain solid client relationships. They will also have excellent presentation and communication skills, as well as a track record of delivering on agreed sales targets.

Key Responsibilities:

  • Meeting clients and generating leads
  • Providing advice to a new and existing client base
  • Managing and continuously building relationships
  • Developing new business opportunities through internal and external channels
  • Achieving agreed targets and team-based goals
  • Always adhering to company policies and procedures
  • Managing local projects that contribute to the overall team proposition

Requirements:

  • Previous consultative financial planning or employee benefits experience
  • Currently hold the QFA qualification or working towards (or like to achieve) the Certified Financial Planner (CFP), or Higher Diploma in Pensions Management leading to AIIPM qualification
  • Have strong interpersonal skills with the ability to build and maintain solid client relationships
  • Strong history of delivering on agreed sales targets
  • Understanding of relevant regulatory requirements required
  • Have a background in generating leads from a Corporate client base
  • Demonstrate an ability to build strong internal relationships, trust and credibility
  • Excellent presentation and communication skills
  • Be a Team player with a focus on working as one team
  • Minimum 3 years' experience in the industry
  • Possess a full driver's license

Benefits:

We offer an engaging environment working with some of the best people in our industry. The Employee Benefits and Financial Planning team emphasizes a high-quality, client-centric approach, enabling clients to make better decisions. Each member of the team is valued and encouraged to develop their skills and education to enable the provision of professional best advice to our clients.

Others:

As a senior new business consultant, you will have the opportunity to work closely with our experienced team and contribute to the growth and success of our organization. We are committed to helping our employees achieve their career goals and provide ongoing training and development opportunities.

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