Job Overview
The Financial Advisor will work closely with FBD Insurance management and staff to develop their career within a long-established, ambitious, and growing company.
Key Responsibilities:
* Achieve revenue/business targets for life, pension, and investment business while maintaining high standards of professionalism and advice.
* Conduct comprehensive fact-finds with customers to identify and prioritize their financial planning needs and objectives.
* Develop internal and external relationships to promote, maintain, and grow FBD Financial solutions business.
* Operate to quality standards defined by the company, including processes, technology, and procedures, and ensure compliance with company standards, policies, and regulatory requirements.
* Take responsibility for personal development by consistently improving sales ability, technical skills, and industry knowledge.
Requirements:
* Leaving Certificate or equivalent qualification.
* Recognized Qualification (e.g. QFA, CFP).
* Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements.
* Self-starter with high energy.
* Sales experience to intermediaries or the public.
* Proficiency in MS Office suite of products and electronic point of sale and administration systems.
Competencies:
* Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction.
* Planning & Organisation: prioritizes competing tasks in a busy environment.
* Excellent interpersonal, communication, and organisational skills.
* Problem solving & Decision making: analyses and deals with issues, seeks support as required, and takes decisions.
* Drive for results: works efficiently to achieve results.
MCC Requirements:
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. As such, you are expected to know and comply with the standards at all times.
Company Values:
FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.
Benefits:
* Bonus
* Paid Holidays
* Pension