Job Overview
The Financial Advisor role offers an opportunity to develop a career within FBD Holdings PLC, a long-established and ambitious company. Reporting to the Sales Manager, you will work closely with FBD Insurance management and staff locally.
Key Responsibilities
* Achieve revenue and business targets for life, pension, and investment business while maintaining high professional standards and conducting comprehensive fact finds with customers.
* Develop internal and external relationships to promote, maintain, and grow FBD Financial solutions business.
* Operate according to quality standards, including processes, technology, and procedures, and ensure compliance with company standards, policies, and regulatory requirements.
* Take responsibility for personal development by improving sales ability, technical skills, and industry knowledge.
Requirements
* Leaving Certificate or equivalent qualification.
* Recognised Qualification (e.g. QFA, CFP).
* Proven ability to identify customer needs and make recommendations on Investment, Life & Pensions requirements.
* Sales experience working with intermediaries or the public.
* Proficiency in MS Office suite of products and electronic point of sale and administration systems.
* Excellent customer relationship management, planning and organisation, interpersonal, communication, and organisational skills.
* Ability to analyse issues, seek support when needed, and make decisions.
* Drive for results and efficiency in achieving goals.
Additional Information
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 relevant standards at all times.
Company Culture
FBD Holdings PLC is an inclusive Equal Opportunities employer that considers applicants regardless of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.