Financial Advisor

Financial Advisor Job Description
Overview of Company

The Strongest Life Assurance Group in Ireland

My client is proud of their strength. They are a leading provider of Life, Pension and Investments and have been serving the financial planning needs of our clients for over 100 years in Ireland.
They receive consistently high financial ratings from independent ratings agencies including an AA rating from Standard & Poor’s, the strongest rating of any Life Assurance company in Ireland.

My client is seeking an individual who has what it takes to be successful, ultimately, someone who has the desire and drive to grow their own business and be in control of their own success.

What do they offer?
•On-going support and coaching from a leading organisation to start you on your way and help you build your practice.
•A very competitive contract and remuneration structure.
•This company evolves with the needs of its financial advisors. As an advisor here you are provided with the support and resources to help you succeed. You can work in the markets that are right for you with the business model and support structure that allow you to operate your business effectively and efficiently.
•They offer guidance, professional development programmes and business coaching to help you build a thriving business. Plus, they back you at every step with a broad range of products, tools and processes.
•Whether you’re just starting out, or you already have a practice, this company is a great place to build your business – discover the many benefits and resources that this company has to offer.

Duties & Responsibilities
•Identify Financial services needs with potential and existing clients, both in Domestic or Corporate markets
•Provide Professional advice and consultation with respect to needs
•Make recommendations and provide solutions to client requirements ensuring adherence to compliance regulations and standards
•Provide ongoing service and advice to existing clients.
•Build strong relationships
•Work to agreed targets and standards

Selection Criteria
•Education, Leaving cert standard or equivalent
•Further Education, to complete further education and training with respect to Financial Services Industry
•Excellent Communication Skills
•Motivated, Self starter with Ability to work on own Initiative
•Proven Track record in Career to-date
•Previous Sales Experience (3-5 years +)

Competencies required for the role:
•Business/Technical knowledge
•Customer Services
•Communication
•Interpersonal/Teamwork
•Problem Solving/Decision Making
•Self-management/Demonstrates Professionalism