FINANCIAL PLANNING ADVISOR - KILKENNY/WAWATERFORD

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SIGMAR RECRUITMENT

  • 13 HUME STREET, DUBLIN 2
  • CROSSES GREEN,CORK
  • DOCK ROAD,GALWAY
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  • Job reference number:15184928
  • Client ID:RI/AGFINPLANADVKK
  • Posted on:10-JAN-2017
  • Salary:NEGOTIABLE
  • Location:WATERFORD
  • Job type:PERMANENT

Benefits: CAR ALLOWANCE, PENSION / PRSA, PERM. HEALTH INSURANCE

Financial Planning Advisor –Kilkenny/Waterford – Permanent

The Role:

The Financial Planning Advisor will provide a high quality customer centric service to customers delivering outstanding sales performance and customer loyalty

Key Duties & Responsibilities:

• Provide high quality face-to-face customer centric service to direct retail customers

• Provide a comprehensive and professional selling, advisory and delivery service to customers.

• Convert enquiries into sales opportunities and ensure the highest service level throughout the process.

• Generate retail cross sales leads. Coaching/mentoring of Hub staff to increase capability and generate higher level of advisory meetings.

• Operate to monthly, quarterly and yearly sales targets

• Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with emphasis on attention to detail.

• Ensure procedures and compliance requirements including AML are adhered to in relation to daily tasks.

• Provide full transparency and feedback in relation to task resolution including early escalation of issues in a timely manner, where applicable

Requirements:

• The successful candidate will typically have 4 years’ financial services sales experience.

• Previous Bank Assurance sales experience essential.

• Relevant third level qualification or professional equivalent.

• QFA qualified and committed to further continuous development

• Strong communication skills with an ability to deal with all levels in a confident and professional manner.

• Strong Customer centric focus

• Must have a very flexible approach to work and be confident working in a fast moving, exciting environment.

• Be a proactive team player who is motivated by achieving specific targets.

• Excellent attention to detail necessary

This job originally appeared on RecruitIreland.com