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Job Responsibilities
* Achieve revenue/business targets for life, pension, and investment products while maintaining high standards of professionalism and advice. Conduct comprehensive fact finds with customers to identify and prioritize their financial planning needs and objectives.
* Proactively develop internal and external relationships to promote, maintain, and grow FBD Financial solutions business.
* Operate according to quality standards, processes, technology, and procedures, ensuring compliance with company policies, standards, and regulatory requirements.
* Take responsibility for personal development by continually improving sales ability, technical skills, and industry knowledge.
Education
* Leaving Certificate or equivalent qualification.
* Recognized Qualification (e.g., QFA, CFP).
Experience
* Proven ability to identify customer needs and make recommendations regarding Investment, Life, & Pensions requirements.
* Self-starter with high energy.
* Sales experience with intermediaries or the public.
* Proficiency in MS Office and electronic point of sale and administration systems.
* Customer Relationship Management: ensure high satisfaction in customer interactions.
* Planning & Organisation: prioritize tasks effectively in a busy environment.
* Excellent interpersonal, communication, and organizational skills.
* Problem solving & Decision making: analyze issues, seek support, and make decisions.
* Drive for results: work efficiently to achieve goals.
MCC
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. You are expected to know and comply with these standards at all times.
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FBD is an inclusive Equal Opportunity employer that considers applicants regardless of age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.
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