Partner
Banking & Treasury |
Insurance | Executive
Financial Advisor
Job ref: 50694
LocationDublin City Centre
SectorBanking & Treasury
Job typePermanent
SalaryUp to €60,000
Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Financial Advisor to join their team.
The Job
The Candidate
The Job
- Manage and nurture relationships with an existing client base while actively seeking new business opportunities.
- Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products.
- Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets.
- Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system.
- Network internally and externally to enhance business development and maintain the brand's integrity.
The Candidate
- Bachelor’s degree in business, finance, or a related field is desirable.
- Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable.
- Minimum of 4 years of sales experience in the Life and Pensions industry, preferably within a broker environment.
- Proven track record in achieving annual sales targets and a strong understanding of relevant regulatory requirements.
- Excellent interpersonal skills, professional demeanor, and proficiency in Microsoft Excel and Word.
