Insurance Financial Advisor

Morgan McKinley; Galway; On-site; EUR 40,000 - 56,000; Full time

Job summary

Morgan McKinley is working with a growing financial services business in Galway to recruit an experienced Insurance Advisor to join their expanding team. You will focus on advising clients, building relationships and recommending protection solutions tailored to individual needs.

The successful candidate will work with qualified leads generated by the business, giving you the opportunity to focus on advising clients, developing relationships and converting new business, while continuing to build

Qualifications

• QFA qualified; knowledge of personal/commercial insurance products.
• Experience in financial services, insurance, banking or advisory environment.
• Proven track record of developing client relationships and generating new business.
• Strong communication and relationship-building skills.
• Professional, customer-focused approach.
• Excellent organisational and administrative skills.
• Commercially minded with focus on understanding client needs.
• Ability to work independently while also contributing to a wider team.

Responsibilities

• Manage and convert qualified, company-generated leads and enquiries.
• Conduct detailed client fact-finds and needs assessments.
• Provide professional advice on appropriate insurance and protection solutions.
• Build and maintain strong, long-term relationships with clients.
• Identify opportunities for referrals, cross-selling and additional client solutions.
• Deliver an excellent customer experience throughout the full client journey.
• Ensure all advice and recommendations are appropriate, compliant and in line with regulatory requirements.
• Maintain accurate client records, documentation and administration.
• Follow internal processes and regulatory requirements across all client interactions.
• Work towards agreed business development, sales and customer service objectives.
• Keep up to date with relevant products, regulations and industry developments.

Skills

Client relationships

New business development

Communication skills

Customer-focused

Organisational skills

Independent worker

Regulatory compliance awareness

Education

QFA qualified

Job description

We are working exclusively with a growing and well-established financial services business in Galway to recruit an experienced Insurance Advisor to join their expanding team.

This is an excellent opportunity for a client-focused insurance or financial services professional who enjoys building relationships, providing expert advice and helping clients find the right protection solutions for their individual needs.

The successful candidate will work with qualified leads generated by the business, giving you the opportunity to focus on advising clients, developing relationships and converting new business, while continuing to build your knowledge and career within a supportive and progressive environment.

What you need

• QFA qualified
• Previous experience within financial services, insurance, banking or a related advisory environment.
• Knowledge of personal and/or commercial insurance products.
• Proven track record of developing client relationships and generating new business.
• Strong communication and relationship-building skills.
• A professional, customer-focused approach.
• Excellent organisational and administrative skills.
• Commercially minded with a genuine focus on understanding and meeting client needs.
• Ability to work independently while also contributing positively to a wider team.

Responsibilities

• Manage and convert qualified, company-generated leads and enquiries.
• Conduct detailed client fact-finds and needs assessments.
• Provide professional advice on appropriate insurance and protection solutions.
• Build and maintain strong, long-term relationships with clients.
• Identify opportunities for referrals, cross-selling and additional client solutions.
• Deliver an excellent customer experience throughout the full client journey.
• Ensure all advice and recommendations are appropriate, compliant and in line with regulatory requirements.
• Maintain accurate client records, documentation and administration.
• Follow internal processes and regulatory requirements across all client interactions.
• Work towards agreed business development, sales and customer service objectives.
• Keep up to date with relevant products, regulations and industry developments.