by Terence O'Hara | Feb 4, 2025
Job Title: Financial Advisor
Established in 1938, my client is one of the oldest independently owned brokers in Ireland, providing insurance, wealth management, pensions, investments, employee benefits, and mortgage advisory services. With offices in Dublin and Drogheda, they offer expert financial solutions to private and commercial clients nationwide.
My client is seeking a highly motivated Financial Advisor to provide expert financial advice in Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection. The role involves developing new business, managing an existing client base, and building a strong pipeline over a 4-5-year period. Hybrid role based in Dundrum with administrative support provided.
This role offers a competitive salary of up to €75,000 DOE, along with a generous bonus and commission structure. The hybrid working model is based in Dundrum, providing flexibility and work-life balance. Additional benefits include 23 days annual leave, 10 days paid sick leave, and a Defined Contributory Pension Scheme. Employees also receive Death in Service & Income Protection Cover, access to an Employee Assistance Programme, and sponsorship for exams and further study. A company laptop and mobile phone are provided, along with free parking for added convenience.
Key Responsibilities for the Financial Advisor
- Develop and maintain a pipeline of new business opportunities.
- Manage and grow relationships with existing clients.
- Conduct financial reviews and provide tailored recommendations.
- Ensure compliance with regulatory requirements.
- Maintain accurate client records on the CRM system.
Skills & Qualifications for the Financial Advisor
- QFA qualification (essential); RPA, AIIPM, CFP (desirable).
- 5-7 years’ sales experience in Life & Pensions, ideally in a broker environment.
- Strong technical knowledge of financial products.
- Proven ability to meet annual sales targets.
- Excellent interpersonal and communication skills.
- Full driving license and personal vehicle required.
- Compliance with CPD requirements.
by Terence O'Hara | Jan 22, 2025
Excellent new opportunity for an experienced Insurance Team Leader to join a well-known insurance brand in Mullingar, Westmeath. This is a permanent role with commission/ bonus and excellent benefits on offer. The salary available for the Insurance Team Leader is up to €35,000 and can sometimes go higher.
The primary responsibility of the Insurance Team Leader is to manage a team and ensure the seamless daily operation of sales and support activities.
Duties for the Insurance Team Leader:
- Motivate and inspire the team to achieve KPIs and targets, fostering a results-oriented environment.
- Conduct regular one-to-one performance reviews and weekly call evaluations to maintain quality and compliance.
- Provide leadership, support, and development to team members, leveraging individual strengths to optimize performance.
- Efficiently oversee daily operations and workflow, ensuring adherence to company systems and procedures.
- Foster a learning environment to enhance knowledge transfer and team growth.
- Handle complex and escalated queries as a point of referral.
- Collaborate with colleagues to meet overall targets and compliance requirements.
- Maintain up-to-date knowledge of the company’s product range and industry regulations.
- Perform additional duties as required by management.
Experience and Qualification for the Insurance Team Leader
- APA or CIP Qualified or working towards
- 1 plus years working in the Insurance Industry
- Experience with people management
by Terence O'Hara | Jan 22, 2025
Job Title: Personal Lines Insurance Executive
Location: Letterkenny, Donegal
Salary: €34,000 + Excellent Commission Structure
We are seeking an enthusiastic Personal Lines Insurance Executive to join a leading insurance brand in Sligo/Letterkenny. This is a permanent role offering fantastic growth opportunities, excellent benefits, and the potential to earn additional income through a competitive commission structure.
Key Responsibilities:
- Manage inbound and outbound sales calls, closing sales across a range of personal lines insurance products.
- Provide exceptional customer service by handling queries, quotes, and policy-related issues.
- Build strong relationships with customers as a trusted Personal Lines Insurance Executive by offering tailored advice and support.
- Work collaboratively with the team to achieve monthly and yearly sales targets.
- Ensure compliance with regulatory standards and maintain accurate file records.
Requirements:
- APA qualification (Personal General Insurance) with a commitment to further education.
- Minimum of 1 year’s experience in a Personal Lines Insurance Executive or similar role.
- Sales-driven with strong IT skills (experience with Relay/Applied is a bonus).
- A positive attitude, excellent organizational skills, and the ability to thrive in a fast-paced environment.
What We Offer:
- Competitive salary of €34,000.
- Excellent commission structure for additional earnings.
- Opportunities for career growth and professional development.
- Great benefits and a supportive team environment.
If you’re a dedicated Personal Lines Insurance Executive ready to excel in a dynamic, customer-focused role, we’d love to hear from you!
by Terence O'Hara | Jan 22, 2025
Job Title: Personal Lines Insurance Executive
Location: Sligo
Salary: €34,000 + Excellent Commission Structure
We are seeking an enthusiastic Personal Lines Insurance Executive to join a leading insurance brand in Sligo/Letterkenny. This is a permanent role offering fantastic growth opportunities, excellent benefits, and the potential to earn additional income through a competitive commission structure.
Key Responsibilities:
- Manage inbound and outbound sales calls, closing sales across a range of personal lines insurance products.
- Provide exceptional customer service by handling queries, quotes, and policy-related issues.
- Build strong relationships with customers as a trusted Personal Lines Insurance Executive by offering tailored advice and support.
- Work collaboratively with the team to achieve monthly and yearly sales targets.
- Ensure compliance with regulatory standards and maintain accurate file records.
Requirements:
- APA qualification (Personal General Insurance) with a commitment to further education.
- Minimum of 1 year’s experience in a Personal Lines Insurance Executive or similar role.
- Sales-driven with strong IT skills (experience with Relay/Applied is a bonus).
- A positive attitude, excellent organizational skills, and the ability to thrive in a fast-paced environment.
What We Offer:
- Competitive salary of €34,000.
- Excellent commission structure for additional earnings.
- Opportunities for career growth and professional development.
- Great benefits and a supportive team environment.
If you’re a dedicated Personal Lines Insurance Executive ready to excel in a dynamic, customer-focused role, we’d love to hear from you!
by Terence O'Hara | Jan 21, 2025
New opportunity for a Personal Lines Insurance Executive to join a well-known insurance brand in Galway. This is a permanent position with a salary of €34,000 on offer with an excellent commission structure in place for additional earnings. There are also excellent opportunities for growth and development with great benefits available also.
The Job:
Sales and Activity Management:
- Work with team manager on call flows and volumes of calls.
- Dealing with web and queries from clients and close out sales across a suite of products.
- Coach customers through the sales process, providing benefits and covers
- Outbound to potential customers to advise of products and covers available and close out sale.
- Work on specific campaigns with the team manager on driving additional sales
- Customer Relationship Management:
- Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
- Deal with any issues that customers may have with queries, quotes etc.
Customer Service:
- Portray a professional image to meet or exceed customer service standards
- Take personal responsibility for delivering the highest level of accuracy and quality in your work
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner
Team Collaboration:
- Working as part of a team environment to ensure all customer needs are met
- Working together to ensure the team is on track to meet monthly and yearly targets Compliance:
- Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards
Requirements:
- Preferable to have a strong sales or customer service background
- At least 1 years relevant Insurance experience
- Compliant with the Central Bank Minimum Competency Requirements – APA (Personal General Insurance) as a minimum requirement with a willingness to progress to further educational qualifications as required.
- An enthusiastic and flexible approach
- The ability to work in a fast paced, constantly evolving environment.
- Strong IT skills. Relay/Applied knowledge an advantage
Person Specification:
- Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
- The ability to prioritize workloads and adapt to unforeseen events
- A good degree of personal organization and a structured approach to time and resource management
- Commitment to their own professional development
- Sales Driven, enjoys fast paced sales activity.
- Customer focused, working always with the customer first approach in line with the companies culture
- Demonstrate strong Product & Technical Knowledge with willingness to become a product expert
