Job Title: Life and Pension Specialist
This role is a field-based opportunity that covers two main areas, Sligo and Letterkenny. The primary focus is to meet clients face-to-face and provide tailored advice on life cover, pensions, and investment products.
You will be supported by an internal team behind you but the day-to-day responsibilities involve being out with clients, managing your own schedule, and building long-term relationships in your local area.
1. Developing and maintaining strong client relationships through regular communication and personalized advice.
2. Providing expert guidance on life cover, pensions, and investment products to help clients achieve their financial goals.
3. Working closely with the internal team to ensure seamless support and coordination of client services.
Key Responsibilities:
* Client Relationship Building and Management
* Financial Planning and Advice
* Team Collaboration and Support
What We Offer:
* A supportive and collaborative work environment.
* The opportunity to make a positive impact on clients' lives.
* A chance to develop your skills and expertise in a dynamic and evolving industry.
Requirements:
* Strong interpersonal and communication skills.
* Ability to work independently and as part of a team.
* High level of professionalism and integrity.