Job Overview
Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally.
Job Responsibilities
- Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives.
- Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business.
- Operate to the 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 consistently and proactively improving personal sales ability, technical skills and industry knowledge.
Job Responsibilities
Education
- Leaving Certificate or equivalent qualification.
- Recognised Qualification (e.g. QFA, CFP).
Experiences
- Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements.
- Self-starter with high energy.
- 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: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer
- Planning & Organisation: prioritises competing tasks in a busy environment
- Excellent interpersonal, communication and organisational skills.
- Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions
- Drive for results: works efficiently to achieve results
MCC
This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times.
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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.