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Financial Advisor

PE Global
Laois, Country: Ireland
Job Type:
Job Description

PE Global is currently recruiting a Financial Advisor on behalf of a growing financial services provider in Portlaoise.

Main duties and responsibilities include but are not limited to:

  • Build a strong network and relationships with clients and potential clients
  • Provision of expert advice on Life Assurance & Pension advice to clients over the phone and by email
  • Participating in networking, sales & marketing initiatives with existing and new customers.
  • Grow and develop the existing client base through lead generation, referrals, promotions etc
  • Setting and arranging appointments to meet prospect clients
  • Reaching and achieving set sales targets
  • Dealing with client queries and requirements in a timely manner
  • Ensure all internal procedures and industry regulations and followed strictly

Key Requirements:

  • APA in Life Assurance, Pension & Loans essential.
  • QFA Certification a bonus.
  • Committed to working in a sales environment.
  • Strong knowledge of Life Assurance, Pension & Mortgage products
  • Previous experience as a Financial Advisor in an Insurance Brokerage or Financial institution or Banking society an advantage

Interested candidates should forward an up to date CV to or call me on 021 4297900.

Job Settings
Number of jobs: 1 hires
Information about the advertiser
Company: PE Global
Company size: 1-49
Contact: NA