Insurance Financial Advisor
Galway, County Galway, Ireland · Full Time
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- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 6 days ago
- Work mode
- In office
- Education
- QFA qualified
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
We are partnering with a reputable and expanding financial services firm in Galway to appoint an experienced Insurance Financial Advisor to enhance their team. This position offers an excellent opportunity for professionals in insurance or financial services who excel at relationship building, delivering expert advice, and tailoring protection solutions to client needs.
The role involves working with qualified leads generated internally, enabling you to concentrate on advising clients, cultivating relationships, closing new business, and advancing your career within a supportive and forward-thinking organization.
Key Qualifications and Attributes
- QFA certification is required.
- Prior experience in financial services, insurance, banking or advisory roles.
- Familiarity with personal and commercial insurance products.
- Demonstrated success in client relationship development and new business generation.
- Strong communication and interpersonal skills.
- A professional and customer-centric approach.
- Excellent organizational and administrative capabilities.
- Commercially aware with a sincere commitment to understanding client requirements.
- Ability to work autonomously while positively contributing to the team.
Core Responsibilities
- Effectively manage and convert company-generated qualified leads and inquiries.
- Conduct comprehensive client fact-finding and needs analysis.
- Provide expert advice on suitable insurance and protection offerings.
- Develop and sustain strong, long-lasting client relationships.
- Identify opportunities for referrals, cross-selling, and expanding client solutions.
- Ensure an exceptional customer experience throughout the client engagement journey.
- Adhere to all compliance and regulatory standards in advice and recommendations.
- Maintain precise client records and perform administrative duties diligently.
- Follow organizational and regulatory protocols during all client interactions.
- Work towards targeted business development, sales, and customer service goals.
- Stay informed on relevant product updates, industry regulations, and market trends.