Financial Advisor

Job Overview

Reporting to the Sales Manager, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Financial Advisor will work closely with FBD Insurance management and staff locally.

Job Responsibilities

• Achieve revenue / business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives.
• Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business.
• Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements.
• Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills and industry knowledge.

Job Responsibilities

Education

Experiences

Competencies

This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times.

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FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.