Job Overview
The role offers the successful individual the opportunity 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 a comprehensive fact find 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 the quality standards defined including processes, technology and procedures.
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: ensures that customer interaction is delivered to a high level of satisfaction.
* Planning & Organisation: prioritises competing tasks in a busy environment.
* Excellent interpersonal, communication and organisational skills.
* Problem solving & Decision making: analyses & deals with issues.
* Drive for results: works efficiently to achieve results.
Regulatory Requirements
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime.
About Us
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.
Benefits
* Bonus
* Paid Holidays
* Pension