Financial Advisor - Life Insurance

Role Description

FINANCIAL ADVISOR - LIFE INSURANCE

My client, a Galway based financial services institution seeks to hire a Life Insurance Advisor to join their growing team. You will be in APA (Life) or fully QFA qualified and will be remunerated based on managing an existing portfolio of customers, developing new business and providing professional advice to individuals and businesses in terms of life assurance.

RESPONSIBILITIES:

  • Provide professional advice, solutions and advise on their products to meet the financial needs of customers and members of staff
  • Achieve challenging performance targets by bringing customers through the businesses advice process
  • Develop customer relationships with new and existing customers, continuously working to achieve required targets and standards
  • Ensure compliance with Company policies, regulatory, professional and legal requirements
  • Provide professional best advice in developing clear financial plans for new and existing customers, while delivering superior customer satisfaction
  • Adhere to appropriate risk management procedures to control, monitor and report on business activities.
  • Keep up to date with all changes in the commercial environment and completes Continual Professional Development (CPD) on an ongoing basis.

REQUIREMENTS:

  • APA (Life) or fully QFA qualified
  • The successful candidates will have the ability to manage, deliver exceptional customer service and provide the right advice and solutions for our customers.
  • You will have excellent communication skills both written and oral.
  • You will be able to engage with key stakeholders, be inquisitive and creative in your approach to the role and to providing the right solutions for customers and staff.
  • You will have an understanding of regulatory and compliance requirements of the role in the life insurance market.
  • You will have the ability to keep up to date with all changes in the life insurance market.
  • You will be able to demonstrate excellent experience in providing financial advice to individuals and businesses, and be degree qualified or equivalent.

For more information, please contact Peter Casey on 019476205 or peter.casey@cpl.ie

 

 

 

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