Financial Advisor Role

We are currently seeking to recruit a Qualified Financial Advisor for our client, based in Portlaoise.

Overview

Our Client, an established, innovative and dynamic company based in Portlaoise is seeking a Qualified Financial Advisor to join their growing team. This exciting role offers a competitive salary with an attractive commission and bonus scheme.

 

The Role

  • Building strong relationships with new and existing clients and generate referrals.
  • Provide expert Pension advice over the phone and via email to private and corporate clients.
  • Actively identify sales opportunities with potential new clients.
  • Working towards KPIs and meeting sales targets.
  • Ensure all internal procedures and industry regulations are followed strictly.

 

Ideal Candidate Profile

  • QFA Qualified
  • Excellent knowledge of and previous experience providing advice on pension policies.
  • Strong Interpersonal and communication skills.
  • Friendly and professional telephone manner.
  • Committed to working in a fast-paced environment and achieving sales targets.
  • Have the ability to establish customer relationships, understand their needs and build rapport.
  • Previous experience operating a CRM system, an advantage.

 

Benefits

  • Excellent commission and bonus package.
  • Supportive and friendly environment.