Financial Services Career Accelerator
We are seeking a motivated and organized professional to join our team as a Client Services Executive. This role offers an exceptional opportunity for career advancement in the financial sector, with clear progression paths from CSE to Advisor to Department Head.
The Role
* Support Financial Planners: Manage client journeys from initial contact to policy issuance and claims processing.
* Manage new business, LOAs, and transfers of agency.
* Ensure compliance with AML/CPC regulations.
* Promote efficient use of industry systems (BIS, CRM) and Life Company Portals (Zurich, Irish Life, Aviva).
About Us
We strongly believe in supporting ambitious individuals who want to advance their careers in financial services. Our company provides opportunities for growth and rewards hard work with competitive salaries ($40k + DOE), benefits packages including pension contributions (5%), death-in-service cover (4x salary), annual leave entitlements ('21 days plus 1 company day', office lunches/coffee), full exam support etc.
Skills:
- Strong understanding of QFA knowledge;
- Holding qualifications like APA(Life & Pensions)'s qualifications or holding Full QFA qualification is advantageous. ,
)Prioritize client needs .A committed team player boasting proactive attitudes, passionate about results-based performance excellence gives us desire !