Sales
March 4, 2021

Financial Protection Specialist

Job Description

Job Description:

Our client is looking for an experienced protection expert to take ownership of a challenging, yet rewarding project within an established Life brokerage, based in Dublin.

Responsibilities:

• Identify financial service needs (Protection only for this project) with potential and existing clients.

• Managing and converting internally generated leads and generating own referrals.

• Implementing lead generating initiatives and marketing programmes.

• Provide professional best advice and consultation with respect to client’s needs.

• Make recommendations and provide solutions to client's requirements ensuring adherence to compliance regulations and standards.

• Provide on-going service and advice to clients.

• Build strong relationships with clients.

• Work to agreed targets and standards.

Required:

• (QFA) Qualified Financial Advisor - Desirable.

• (APA – Life) Required.

• Impeccable knowledge of all forms of Life Assurance, SSIC & Income Protection.

• Excellent communication skills.

• Hard working, motivated, goal orientated self-starter with ability to work both on own initiative and as part of a team.

• Proven track record working face to face with clients and building relationships.

• Proven successful track record in career to date.

• A minimum of 3 years of experience in a similar client facing role, in a brokerage or in a bank.

Apply for Job
Location
Dublin, IE
Career Level
Experienced (Non-manager)
Education
Associate Degree
Job Type
Sales
Salary
40000
Job Last Updated
May 21, 2021

RECRUITER'S DETAILS

Name
Colm O'Rourke
Contact
corourke@felix.ie
Phone
01-9022506
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