Job Overview
The Financial Advisor will work closely with FBD Insurance management and staff locally, reporting to the Sales Manager.
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 processes, technology, and procedures, ensuring 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 for 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.
Competencies:
* CUSTOMER RELATIONSHIP MANAGEMENT: Ensure customer interaction is delivered to a high level of satisfaction.
* PLANNING & ORGANISATION: Prioritise competing tasks in a busy environment.
* EXCELLENT INTERPERSONAL, COMMUNICATION AND ORGANISATIONAL SKILLS.
* PROBLEM SOLVING & DECISION MAKING: Analyse and deal with issues, seeking support as required.
* DRIVE FOR RESULTS: Work efficiently to achieve results.
About Us
FBD is an inclusive Equal Opportunity employer considering applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.