The Job
Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior Financial Advisor to join their team.
* Manage and nurture relationships with an existing client base while actively seeking new business opportunities.
* Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products.
* Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets.
* Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system.
* Network internally and externally to enhance business development and maintain the brand\'s integrity.
The Candidate
* Bachelor’s degree in business, finance, or a related field is desirable
* Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable
* Minimum of 10 years of sales experience in the Life and Pensions industry
* Proven track record in achieving annual sales targets
* Excellent client facing skills and ability to close business
* A strong understanding of relevant regulatory requirements
* Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Sales and Business Development
Industries
* Pension Funds, Investment Advice, and Investment Management
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