Job Title:
Financial Planner and Insurance Specialist
We are seeking an experienced Financial Planner and Insurance Specialist to join our team in the North West Region of Ireland. This is a field-based role covering Sligo and Letterkenny, where you will meet clients face-to-face and provide tailored advice on life cover, pensions, and investment products.
About the Role:
This role involves meeting clients and helping them plan for their financial future, providing professional, compliant, and fact-find based advice. You will also be responsible for achieving monthly sales targets, developing new and existing client relationships across your region, and using digital tools to stay on top of your pipeline.
Key Responsibilities:
* Meeting clients and providing tailored advice on life cover, pensions, and investment products
* Achieving monthly sales targets and working to high quality standards
* Developing new and existing client relationships across your region
* Using digital tools and admin systems to stay on top of your pipeline
Requirements:
To be successful in this role, you will need to have a recognised financial qualification, such as QFA, and previous experience advising on life, pensions, or investments. You will also need good communication skills and the ability to explain complex financial products clearly.
Benefits:
This role offers a solid base salary with commission on top once targets are hit, a company car or car allowance, strong support from internal teams, ongoing CPD and professional development, and other benefits such as pension contribution and insurance discounts.
If you are a motivated and results-driven individual with a passion for financial planning and insurance, we would love to hear from you.