Apprentice Wealth Management Broker

Apprentice Wealth Management Broker - Galway As an apprentice broker, you will gain practical expertise in assessing client risks, understanding the insurance market, and arranging tailored solutions to meet client needs. You will serve as an essential link between clients and insurance providers, ensuring optimal coverage for clients at the best terms available.
Responsibilities: Assess clients' needs and evaluate risk profiles.Research and recommend suitable insurance, pension, savings, investment plans, and mortgages.Clearly explain policy details to clients in compliance with industry regulations.Anticipate client needs, including policy renewals or amendments.Advise clients on claims procedures and timing.Cultivate and sustain strong client relationships.Maintain detailed records and manage administrative tasks.Develop networks with underwriters, broker consultants, and industry professionals.Stay informed on financial planning and insurance industry trends, including market developments in pensions, investments, and protection policies.Requirements: Excellent written and verbal communication skills.A team-oriented attitude and commitment to customer service.Strong accountability, attention to detail, and time management skills.Ability to manage personal workload and prioritize tasks.Relationship-building skills and adaptability to make real-time decisions.Effective negotiation and problem-solving abilities.Minimum FETAC Level 5 qualification holders.
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