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 working to the expected high standards of professionalism and advice.
* Conduct comprehensive fact finds with customers to identify and prioritise 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, including processes, technology and procedures, and ensure compliance to company standard, policy and procedures and regulatory requirements.
* Take responsibility for personal development by improving personal 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 in relation to Investment, Life & Pensions requirements.
* 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: ensuring customer interaction is delivered to a high level of satisfaction.
* Planning & Organisation: prioritising competing tasks in a busy environment.
* Excellent interpersonal, communication and organisational skills.
* Problem solving & Decision making: analysing and dealing with issues, seeking support as required.
* Drive for results: working efficiently to achieve results.
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 standards at all times.
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.
Key Skills: Life & Pensions QFA Financial Services
Benefits: Bonus Paid Holidays Pension