Job Description
The Role:
Great opportunity for an experienced Mortgage & Protection Insurances expert to take ownership of a challenging, yet rewarding position within an established Life brokerage, based in Dublin 6.
This is a sales advisory role that includes a financial target. The primary focus of the role is to source new Mortgage & Protection clients and advise those clients based on their own needs using your previous experience and industry related professional qualification (QFA).
Responsibilities:
- Source new clients & identify financial service needs (Mortgage & Protection insurances only.)
- Managing and converting leads generated through various sources and generating own referrals through exceptional advice & customer service.
- 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:
- A minimum of 3 years of experience in a similar client facing role in a brokerage.
- (QFA) Qualified Financial Advisor.
- Impeccable knowledge of all forms of Life Assurance, SSIC, Income Protection & Mortgages.
- Excellent communication skills, including fluent spoken & written English.
- 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.
