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Life Assurance Advisor

Great opportunity for a Life Assurance Advisor to join an established Mortgage Brokerage with head office in Dublin looking to expand its administrative function in Clonmel, Co Tipperary. Currently one of the top 3 mortgage brokers in the country, our client is looking to grow their operation due to a huge increase in the demand for their online switching platform. A great company culture has been instilled in a modern office setting and there is no requirement to carry out any business development such is the inbound demand for their services. This would be an office-based role and would suit those with Brokerage experience. 

Overview of Main Responsibilities (full job description available on request):

  • Manage the life assurance desk working with mortgage advisors on leads and working through the existing client database re additional sales opportunities.
  • Carrying out a review of clients' needs and requirements with regard to new and existing clients. Identify the needs and objectives of the client and provide the best advice based on information gathered and research conducted.
  • Providing advice to clients on protection cover, specified illness, income protection, pension, savings, and investment products.
  • Preparation of quotations, compliance documents for new business client
  • Liaising with clients re quotations provided on products to ensure they have an understanding of products proposed and the reason why
  • Inputting application to online platforms and managing process to acceptance
  • Monitoring of sales and business pipeline ensuring. Providing a high level of support and customer service to new existing business customers ensuring they are aware throughout the process of engagement of status
  • Processing and overseeing new business applications for Protection, Pension & Investment Business
  • Manage a wide range of queries from our customers and insurers by both phone and email
  • Contribute to the growth of our business as well as retention of existing business
  • Meet compliance standards for role ensuring full compliance with all internal and external regulatory, operational and administrative procedures
  • Ensure the interests of clients and the integrity of the market is at the centre of the way you do business
  • Treat clients fairly at all times
  • Act in a compliant and ethical manner at all times
  • At all times, adhere to regulatory and legislative rules, codes, and guidelines including the: Minimum Competency Code 2011; Consumer Protection Code 2012; Fitness and Probity Standards

Skills and Knowledge:

  • QFA qualification or working towards is essential
  • Money Advice CRM experience would give an advantage
  • Computer skills - Microsoft Office
  • Excellent time management
  • Excellent numeracy and literacy skills
  • An excellent telephone manner
  • Excellent attention to detail
  • Excellent communication skills
  • Excellent people skills enabling you to positively engage with other team members, staff, insurers, and clients
  • Highly self-motivated & ability to work on own initiative
  • Experience in working in a fast pace, busy office environment 

For a confidential discussion and more information on the role, please contact Jason O'Flaherty.