Financial Sales Professional
Job Title: Financial Sales Advisor - Life & Pensions
Location: Sligo
Reporting to: Sales Manager
Type: Full-time | Permanent
Salary: Competitive base + excellent commission structure, car allowance, mileage, car insurance, pension, wellness benefit, training & development.
Are you a qualified QFA with a passion for financial planning and a drive to deliver results? This is an exciting opportunity to join a well-established, forward-thinking organization with a strong national presence and a reputation for excellence.
As a Financial Sales Professional, you will work closely with clients to deliver expert advice across life assurance, pensions, and investment products, helping them achieve their long-term financial goals.
This role offers excellent earning potential with a clear progression path.
Key Responsibilities:
* Proactively drive revenue by meeting and exceeding targets across life, pension, and investment products.
* Conduct thorough fact-finding to identify and prioritise clients' financial needs.
* Deliver professional, compliant financial advice in line with regulatory and company standards.
* Take ownership of the client experience, ensuring high levels of customer satisfaction.
* Maintain workflow efficiency and meet deadlines in a fast-paced environment.
* Communicate clearly and professionally, both verbally and in writing.
* Use sound judgement to resolve issues and support business goals.
* Consistently achieve personal and team targets through a proactive and results-driven approach.
Key Requirements:
* QFA qualification is essential; additional industry certifications (e.g. RPA, CFP) are a strong advantage.
* Proven ability to assess client needs and provide tailored financial solutions.
* A successful track record in financial sales - ideally in intermediary or direct-to-consumer channels.
* Highly motivated, commercially minded, and target-driven.
* Confident using Microsoft Office and familiar with e POS and administration platforms.
What's on Offer:
* Comprehensive training and ongoing professional development.
* A supportive and collaborative team environment.
* Opportunity to develop your career within a reputable, client-focused firm.
Interested? For more information or a confidential discussion, please contact us via the link below.
Applications will be treated in the strictest confidence.
Skills: QFA, Financial Sales, Pension, Life Insurance, Life Assurance
Benefits: Pension, Healthcare, Commission, Bonus, Car Mileage