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Pension financial specialist

beBeeFinancial
Finance specialist
Posted: 26 August
Offer description

Life and Pension Advisor Job Description:


Job Role

We are seeking an experienced Life and Pension Advisor to join our team. 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.


Key Responsibilities:

* Meeting clients and helping them plan for the future – whether it's pensions, protection, or investments
* Providing advice that's professional, compliant, and based on a full fact-find
* 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
* Keeping your knowledge fresh and staying up to date with regulations


Required Skills and Qualifications:


Qualifications:

* Recognised financial qualification, QFA


Experience and Skills:

* Previous experience advising on life, pensions, or investments
* Good communication skills and the ability to explain products clearly
* A real drive to succeed and hit sales targets
* Full clean driving licence


Benefits:

* Solid base salary with commission on top once targets are hit
* Company car or car allowance
* Strong support from internal teams – you're not on your own
* Ongoing CPD and professional development
* A long-term career with a company that values its people
* Other benefits such as pension contribution, insurance discounts etc.

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