Job Overview
The financial services professional will collaborate with management and staff to achieve revenue targets for life, pension, and investment business.
Key Responsibilities:
* Conduct comprehensive fact finds with customers to identify and prioritize their financial planning needs and objectives.
* Develop internal and external relationships to promote, maintain, and grow financial solutions business.
* Operate to quality standards defined, including processes, technology, and procedures, and ensure compliance with company policies and regulatory requirements.
* Take responsibility for personal development by consistently improving sales ability, technical skills, and industry knowledge.
Required Skills and Qualifications:
* Leaving Certificate or equivalent qualification.
* Recognized Qualification (e.g. QFA, CFP).
Benefits of the Role:
This role offers a unique opportunity to advance your career in financial services, working closely with a dedicated team to achieve business goals.