KBC - #5387 Financial Planning Advisor

Dublin City Centre
13 May 2019

Financial Planning Advisor in Dublin City Centre

The Business:

KBC Bank Ireland plc ('KBC') is 100% owned by KBC Bank and is one of the leading providers of Financial Services in Ireland. Established in 1973, KBC Bank is part of a major European Financial Services Group, the KBC Group which is headquartered in Brussels. KBC Bank provides a broad range of business and personal banking services and has built an enviable reputation.

The Role:

The Financial Planning Advisor will provide a high quality customer centric service to customers delivering outstanding sales performance and customer loyalty.

Essential Duties

Key Duties & Responsibilities:

  • Provide high quality face-to-face customer centric service to direct retail customers.
  • Provide a comprehensive and professional selling, advisory and delivery service to customers.
  • Convert enquiries into sales opportunities and ensure the highest service level throughout the process.
  • Generate retail cross sales leads. Coaching/mentoring of Hub staff to increase capability and generate higher level of advisory meetings.
  • Operate to monthly, quarterly and yearly sales targets.
  • Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with emphasis on attention to detail.
  • Ensure procedures and compliance requirements including AML are adhered to in relation to daily tasks.
  • Provide full transparency and feedback in relation to task resolution including early escalation of issues in a timely manner, where applicable.

Person Specification

Knowledge, Education & Experience:

  • The successful candidate will typically have 4 years' financial services sales experience.
  • Previous Bank Assurance sales experience essential.
  • Relevant third level qualification or professional equivalent.
  • QFA qualified and committed to further continuous development.

Essential Skills & Abilities:

  • Strong communication skills with an ability to deal with all levels in a confident and professional manner.
  • Strong Customer centric focus.
  • Must have a very flexible approach to work and be confident working in a fast moving, exciting environment.
  • Be a proactive team player who is motivated by achieving specific targets.
  • Excellent attention to detail required.
    Previous coaching/mentoring of team members to build sales capability.

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