Financial Advisor - Life/Investments - Galway

Role Description

FINANCIAL ADVISOR - LIFE/INVESTMENTS 

 

New exciting opportunity to join a Life and Pensions team in Galway. For this role, you must be fully QFA qualified. You will be part of a growing and ambitious sales team in Galway. You will have a strong Life, Pension and investment background and have a comprehensive understanding of the Irish Protection and Pension Market. You will have a comprehensive knowledge of the Irish Pension Tax regulations and Legislation. This position will incorporate the provision of pension advice & retirement solutions to private individuals & high net worth corporate clients. You will be responsible for achievement of challenging performance targets and developing client relationships with new and existing clients. This is an excellent opportunity to grow your career within a dynamic organisation.

 

RESPONSIBILITIES:

  • Reporting to Team Leader on sales, conversion performance and pipeline management.
  • Support development of best in class phone sales for Life Insurance Team.
  • Achievement of performance targets in line with plan.
  • Supporting growth of customer product holdings
  • Monthly Compliance targets met
  • Excellent file management
  • All service targets met or exceeded
  • You will ensure compliance with company policies, regulatory, professional and legal requirements.
  • You will have the ability to manage & deliver exceptional customer service and provide right advice and solutions for our customers.

 

REQUIREMENTS

  • QFA (Qualified Financial Adviser) essential
  • Extensive experience in a Life and Pension sales role
  • Strong planning and organisation ability, including an ability to prioritise own workload and contribute to overall team effort
  • Strong team player but with significant self-starter ability

 

Excellent benefits package included.

 

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

 

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