Job Title: Financial Advisor
Established in 1938, our client is one of the oldest independently owned brokers in Ireland. They provide insurance, wealth management, pensions, investments, employee benefits, and mortgage advisory services to private and commercial clients nationwide.
Role Overview:
* Develop and maintain a pipeline of new business opportunities.
* Manage and grow relationships with existing clients.
* Conduct financial reviews and provide tailored recommendations.
* Ensure compliance with regulatory requirements.
Key Responsibilities:
1. Develop a strong knowledge of financial products and services.
2. Maintain accurate client records on the CRM system.
3. Meet annual sales targets while providing excellent customer service.
Requirements:
* QFA qualification (essential).
* RPA, AIIPM, CFP (desirable).
* 5-7 years' sales experience in Life & Pensions, ideally in a broker environment.
* Full driving license and personal vehicle required.
Benefits:
* Competitive salary up to €75,000 DOE.
* Generous bonus and commission structure.
* Hybrid working model based in Dundrum.
* 23 days annual leave and 10 days paid sick leave.
* Defined Contributory Pension Scheme.
* Death in Service & Income Protection Cover.
* Employee Assistance Programme.
* Sponsorship for exams and further study.