Senior Financial Planning Consultant

About the Job:

Working with Axiom Consultants, our client is looking for 3 x Senior Financial Planning Consultants to join their experienced Financial Planning Team. The successful candidates will be servicing existing client books in Dublin and Limerick. You will be providing advice to individual clients on Retirement Planning, Investments and all areas of Life, Serious Illness and Income Protection Insurance.

The Role

Manage and build relationships with an existing client base.

Through regular financial reviews, provide a professional financial advisory service to new and existing clients.

Grow and develop the existing client base through lead generation, referrals and sourcing of new clients.

Achieve agreed sales targets.

Adhere to regulatory requirements in all aspects of day-to-day work and to the business ethics of the Company.

The Requirements

QFA and RPA qualification

CFP qualification an advantage

Possess strong technical knowledge of all financial products in the marketplace, importantly, Pensions and Life Assurance.

Possess a minimum 3-5-year sales experience within the Life and Pensions industry, preferably in a broker environment

Possess a full drivers license

Have a proven record of working to and achieving challenging sales targets

Possess a strong understanding of relevant regulatory requirements.

Have strong interpersonal skills with the ability to build and maintain solid client relationships

Proficient IT skills with working knowledge of Microsoft Excel and Word

Be able to work well under pressure and as part of a sales team

Pay range in County Dublin, Ireland

Exact compensation may vary based on skills, experience, and location.

Base Salary: €60,000/yr - €80,000/yr

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