We are currently recruiting a number of Financial Consultants to service and advise our public sector clients, focusing on medical, educational and civil semi state sector markets. 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. Full QFA status or progression towards QFA qualification is desirable. However, full educational support will be provided for consultants who do not have this qualification.


What We Can Offer You....

  • Competitive salary, rewards structure, pension contribution and income protection that promotes great performance and a successful workforce

  • Health insurance contribution, access to virtual doctor, employee assistance, a health & wellness program and subsidy to ensure your wellbeing

  • TaxSaver, Bike2Work scheme, discounted insurance and discounts on local products and services

  • Generous annual leave offering increasing with tenure

  • Flexible working options


Accountabilities of the Role

  • Responsible for selling particular life policies to include; salary protection schemes, life policies, PHI, pensions, retired member’s life cover and tax services

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

  • Ability to conduct a comprehensive fact find with customers to identify their needs and objectives

  • 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

  • Relationship management - building quality, long-term relationships with our customers by providing an efficient and specialised service to customers

  • 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 we 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

  • To comply with risk control and regulatory requirements that are relevant to this role

  • To maintain commercial awareness relevant to this role


Behavioural Competencies Required

  • Excellent interpersonal and communication skills

  • Strong attention to detail and numerical reasoning skills

  • Customer focused attitude

  • Motivated self-starter

  • Adaptable individual

  • Ability to work well individually and as part of a team 


Controlled Function Position

This role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity. 


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