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Expert financial solutions specialist

Portlaoise
beBeeFinancialAdvisor
Posted: 5 July
Offer description

Seeking a skilled professional to fill the role of Financial Advisor.


Job Description

We are currently recruiting for an ambitious and adaptable individual to take on the challenge of providing expert advice to our clients. This is a hybrid work-from-home opportunity available for suitable candidates. Our team specializes in online and telephone consultations, and we have a full support system in place to ensure our advisors can focus on delivering exceptional customer service.


Responsibilities:

* Provide expert advice over the phone and via email
* Identify sales opportunities from high intent inbound enquiries and propose suitable financial solutions
* Cross-sell products where possible and ensure all internal procedures and industry regulations are followed


Requirements

To be successful in this role, you will need:

* QFA, CFP or APA certification
* Excellent telephone sales skills
* A high level of customer service delivery via phone, email and web-meetings
* Previous experience as a Financial Advisor, CFP or APA in a Financial Services Brokerage or Financial Institution
* Previous experience operating a CRM system (a bonus)


Benefits

This role offers:

* High intent customer enquiries delivered directly to your CRM
* Hybrid WFH available for the ideal candidate
* Company Pension available
* Employee Wellness Programme
* Competitive salary with uncapped commission and bonus (dependent on performance)
* Full support from Administration Department
* Full Sales & CRM training provided
* Low Quotes Broker Center and CRM to assist with streamlining processes


Bonus Perks:

* Work From Home option

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