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Financial Advisor

Company:
PE Global
Location:
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 yvonne.mullins@peglobal.net 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