Job Opportunity
We are seeking experienced professionals to take up the role of Financial Specialist. In this position, you will work closely with clients in Cork to provide expert financial guidance and advice.
Key Responsibilities:
* Conduct thorough client assessments to identify needs and objectives.
* Promote a range of financial products including protection schemes, policies, pensions, and tax services.
* Deliver presentations about our services to various audiences for brand visibility.
* Provide exceptional customer service and respond to client inquiries efficiently.
Requirements:
* Desirable qualifications include APA designation or QFA certification.
* Strong stakeholder management and communication skills are essential.
* Attention to detail and numerical reasoning skills are also highly valued.