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Financial Opportunities Expert

3 weeks ago


Galway, Galway, Ireland beBeeCustomer Full time €50,000 - €60,000
Job Description:

We are seeking a skilled professional to fill this role. The successful candidate will be responsible for achievement of challenging performance targets, developing customer relationships with new and existing customers and ensuring the best possible customer outcomes.

The ideal candidate will be an integral member of the team providing support for colleagues & advice to clients taking responsibility for all aspects of a client relationship, working to fully understand their financial situation and requirements.

This role may require the supervision of individuals who are arranging a financial service and giving advice.

When required, this role also requires adjudication on complaints.

  • Provide professional advice for protection products, solutions and advise on Aviva products to meet the financial needs of customers and members of staff (using Aviva financial advice process with adherence to Aviva compliance standards).
  • Proactively manage existing customer base and establish and develop client relationships ensuring they are receiving the benefit of the Aviva advice process.
  • Responsible for achievement of challenging performance targets and developing client relationships with new and existing customers.
  • Ensure that all advice given is compliant and in line with company policies, regulatory, professional and legal requirements.
  • Adhere to appropriate risk management procedures to control, monitor and report on business activities.

Key Skills and Qualifications:

  • Sales Ability and Strong Customer Focus, with proven experience in Life Assurance is desirable.
  • Excellent interpersonal and communication skills.
  • Ability to work as part of a team.
  • Flexibility in one's approach to work and desire to learn new skills.
  • Highly motivated with a positive attitude and innovative.
  • Capable of prioritizing work and working on one's own initiative and without supervision.
Benefits:

Competitive market leading salary depending on skills, experience, and qualifications.

Generous pension (employee contribution matching of up to 14% if you contribute 8%).

Annual performance related bonus and pay review.

Holiday allowance of 25 days plus.