Financial Advisor Limerick

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.

Job Responsibilities

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

MCC

This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times.

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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.