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Life & Pensions Consultant (Ref number 17009)

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  • Date Listed 21/07/2017
  • Location
  • Advertised By Private
  • Job Type Full-Time

My client located on Dublin West/Kildare border requires a Life & Pensions Consultant

Role/Responsibilities:

Meet potential clients to discuss their requirements

Process client information accurately and efficiently

Actively pursuing all potential sales, cross sales and up sell opportunities to achieve and exceed targets set in relation to Life &Pensions

Deliver excellent customer service in a timely manner

Embrace personal development and ensure that required levels of competency are being achieved in line with role expectations

Provide team support where necessary and actively participate in all team meetings

70% of work will be given from existing client base however 30% will need to be generated

In order to be reviewed for this position candidate must have:

Qualified Financial Advisor Diploma (QFA) or a minimum of APA

Strong interpersonal skills

Ability to use own initiative

At least 2-3 year's experience in life & pensions

Excellent planning and organisational skills

Strong administrative and presentation skills

Proficiency in MS Office, particularly Word and Excel

Must have knowledge of product and process

Salary will very much depend on the level of experience but range from €35K to €40K + commission

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