About Your New Employer:
Our client who are seeking a Senior Financial Advisor, to join their Carlow based office in a hybrid working model, and on a full-time permanent contract.
About Your New Job:
- 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 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.
Who you are:
- Recognised Qualification (e.g. QFA, CFP).
- At least 3 years' experience as a Financial Advisor
- Proven successful track record in client facing meetings with responsibility for target delivery
- 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.
What is on offer:
- Pension
- Bonus
- Flexible hybrid model
What’s Next:
Apply now by clicking the “Apply Now" button or call me, Karl O’Connell on 01-4744633 or e-mail me on koconnell@sigmar.ie
Or if the job is not quite right but you are looking for something similar, please get in touch.
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