Financial Consultant

Financial Consultant

My client is currently recruiting a Financial Consultants to service and advise their public sector clients. Financial Consultants are highly motivated and driven financial advisors who work alongside clients to determine their financial needs, assess potential savings and in turn offer them suitable financial products. These products include; salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services. This is a target driven role in a busy sales environment.

All Financial Consultants receive 8 weeks extensive training prior to commencement within the role.

What They Can Offer You....

·      Flexible working from home options

·      Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)

·      Annual leave (increases based on service)

·      Flexi leave (option to take additional annual leave)

·      Attractive & flexible pension contribution rates

·      Health insurance or wellness subsidy

·      Fully paid family leave types (maternity/paternity/surrogacy)

·      Performance based bonus/commission

·      Subsistence and mileage allowance

·      Income protection

·      Life cover

·      Discounts on financial products

·      Comprehensive health & wellbeing programme

·      Employee Assistance Programme

·      Active Sports & Social Club

Accountabilities of the Role

·      Conducting a comprehensive fact find or financial health check with customers to identify their needs and objectives

·      Selling particular life policies to include salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services

·      Presenting about company services at different workplaces (for example hospitals and schools) for brand visibility

·      Delivering a consistent, high level of professional customer service with focus on enhancing the customer experience at every interaction

·      Reaching or exceeding assigned sales goals and targets based on selling of financial products

·      Responding to a variety of different customer lead sources in a professional manner

·      Building quality, long-term relationships with customers by providing an efficient and specialised service

·      Providing best practice financial advice on a number of different areas

·      Retaining existing business sold via the life sales external and internal team

·      Performing duties in a compliant manner in accordance with our policies and procedures

·      Complying with risk control and regulatory requirements that are relevant to this role

·      Maintaining commercial awareness relevant to this role

Skills & Knowledge Required

·      Ideally the candidate will hold APA designation or full QFA, however they will support attaining such qualification

·      The ideal candidate will possess both sales and customer service experience

·      Previous experience within a financial institution is advantageous

·      Exceptional stakeholder management and communication skills

·      Strong attention to detail and numerical reasoning skills

·      Ability to work to deadlines and targets

·      Time management and organisation skills

·      Comply with risk control and regulatory requirements that are relevant to this role

·      Maintain commercial awareness relevant to this role

If you would like to know more about the role, please reach out to Ciara at [email protected] for a confidential chat.

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