Financial Advisor - Broker

Role Description

FINANCIAL ADVISER

As a market leader within the Irish insurance industry, one of Ireland’s largest brokerages is partnering with CPL to hire an ambitious and self-driven Financial Advisor to join their Cork based team. You will be experience in Life, Pensions, Savings, Investments and QFA qualified. You will be expected to grow and maintain a profitable book of business in this area. You will be coached to succeed in meeting and exceeding all targets when meeting both individuals and companies.

Responsibilities:

  • Identify financial services needs with potential and existing clients
  • Provide professional best advice and consultation with respect to needs
  • Advise and guide client’s with regards to their portfolio in accordance with all compliance, regulations and standards.
  • Manage current business and develop potential leads
  • Develop strong relationships across both private and commercial clients
  • Aim to go above and beyond at ever interaction with clients

 

Requirements:

  • QFA qualified
  • A minimum of 2 years’ experience in a prior role selling the Pensions, Protecion & Investments
  • Excellent communication and presentation skills
  • Motivated, self-starter with ability to work on own initiative as business development will be a prerequisite for this role
  • Proven track record in a sales/business development role

 

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

 

 

 

 

Back to Top