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Job Overview
Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally.
Job Responsibilities
* Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives.
* Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business.
* Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements.
* Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge.
Education
* Leaving Certificate or equivalent qualification.
* Recognised Qualification (e.g. QFA, CFP).
Experiences
* Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements.
* Self-starter with high energy.
* Sales experience to intermediaries or the public.
* Proficiency in MS Office suite of products and in electronic point of sale and administration systems.
Competencies
* Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer.
* Planning & Organisation: prioritises competing tasks in a busy environment.
* Excellent interpersonal, communication and organisational skills.
* Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions.
* Drive for results: works efficiently to achieve results.
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times.
FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
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