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Chief financial strategist

Portlaoise
beBeeFinancialAdvisor
Posted: 6 February
Offer description

About Financial Consulting

Our team specializes in delivering expert advice to clients' financial needs, including protection, pensions, savings and investments.

1. Provide in-depth consultations over the phone or via email.
2. Actively identify high-value sales opportunities from inbound enquiries with strong intent.

To excel in this role you will:

* Possess QFA/Certified Financial Planner (CFP) certification.
* Demonstrate exceptional telephone sales skills to drive results-oriented outcomes.

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