Partner
Banking & Treasury |
Insurance | Executive
Senior Financial Advisor
Job ref: 50801
LocationSouth Dublin
SectorAccountancy & Tax, Banking & Treasury
Job typePermanent
Salary€60,000 - €120,000
Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior 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
- Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable
- Minimum of 10 years of sales experience in the Life and Pensions industry
- Proven track record in achieving annual sales targets
- Excellent client facing skills and ability to close business
- A strong understanding of relevant regulatory requirements
- Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally
