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Senior Client Advisor - Insurance

Senior Client Advisor - Insurance

Job description

Private Client Advisor - Consultancy - Cork - Permanent

The main duty of this role as client advisor (Insurance)

Provide Wealth Management solutions and advice to a specific portfolio of clients while offering the opportunity to develop successful commercial relationships with both existing and new clients.

The ideal candidate:

  • Min 5 years experience in a similar role as client advisor (Industry)
  • Knowledge of the insurance industry
  • Experience and knowledge of dealing directly with clients and providing personal financial planning solutions for their needs
  • QFA Certified (minimum)Excellent analytical, communication and writing skills with a complimentary professional presentation style.

To apply for this role pleae contact Maria Sheehy on 021 4847131 or email