Date: 13 Oct 2024
Location: Carlow, CW, IE, R93 F2K2
Category: Sales
Job Type: Professionals
Job Overview
Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally.
Job Responsibilities
* Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives.
* Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business.
* Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements.
* Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge.
Education
* Leaving Certificate or equivalent qualification.
* Recognised Qualification (e.g. QFA, CFP).
Experience
* 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 in 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 with the customer.
* Planning & Organisation: prioritises competing tasks in a busy environment.
* Excellent interpersonal, communication and organisational skills.
* Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions.
* Drive for results: works efficiently to achieve results.
MCC
Under the Central Banks fitness and probity regime, this role carries the following Controlled Function designation: CF3 & 4.
This role sits within Pay Band C of FBD’s Commercial's Pay band.
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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.
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