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Life & Pension Consultant

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  • Date Listed 18/08/2017
  • Location
  • Advertised By Private
  • Job Type Full-Time

We are currently looking to recruit an experienced Life & Pension consultant for a permanent position based in Kildare

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 4 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 at €45K + commission

Ref number:17009

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