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Digital Financial Advisor GWL7 ILFS

Great-West Lifeco
United Statesfull_timeVerifiedPosted 5 Nov 2024

About the role

  • Full Time Permanent position
  • Hybrid role based in our City Centre offices

 

What we offer


We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.


We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few. 


Further details on our benefits package can be accessed here Benefits (life-careers.com)

 

 

 

Role Overview

The purpose of a Tele Adviser is to achieve targets in terms of sales and customer experience, by handling all tele-advice sales leads directed to them from various sources, including website, call centre and referrals from other sales advisers. This is done in adherence to the Irish Life compliance standards. 

Team Background

What you will help us to achieve

Identify financial services needs with existing and potential clients through the business sales process and product suite.

Provide professional best advice and consultation with respect to financial needs.

Provide on-going service and advice to existing clients where appropriate.

Work to agreed targets and standards.

Keep up to date with changes in the commercial environment.

 

Any other duties as assigned by your manager.

More specific responsibilities will include

What you will need to be successful in the role

Proficient in use of Microsoft office products.

Excellent customer and sales focus.

Good interpersonal and communication skills.

Ability to manage a varied workload and meet deadlines.

Good analytical skills and problem solving skills

Have attained a professional qualification relevant to role

Key Competencies

Building and Maintaining RelationshipsCommunication and InfluencingDelivering Superior Customer SatisfactionDrive for ResultsProblem Solving and Decision Making

About us

 

Irish Life is one of Ireland’s largest financial institutions with a presence across a range of financial services markets.  We are one of Ireland’s leading financial services groups with over 1.5 million customers. For over 80 years, we’ve been helping people to look after their life insurance, pension and investment needs, and more recently their health insurance.

It is a subsidiary of Great-West Lifeco and a member of the Power Financial Corporation group of companies.

We are proud of our culture of developing and supporting the growth and professional development of our people. The focus has resulted in a team of top talent with high standards, positioning us at the forefront of our industry.

 

The company reserves the right to draw up a shortlist as part of the selection process.  Where Agency assistance is required the Irish Life Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Irish Life by Recruitment Agencies will not be accepted for this role.

 

Irish Life is proud to be an Equal Opportunities employer. We have created an environment of inclusion and growth to help people achieve their potential, to ensure they can bring their whole selves to work and to feel valued.  We celebrate diversity of thought and perspective and want all of our employees to feel valued, respected and supported.  

 

We have built a culture that promotes equality and inclusion for all of our current and future employees and strive to ensure that our behaviours, processes and practices are aligned to this culture.

 

If you require any accommodations during the recruitment process please contact lifecareers@irishlife.ie and we will be delighted to ensure you are fully supported to be your best.   


ILFS supports Equal Opportunity and is regulated by the Central Bank of Ireland.

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Company

Great-West Lifeco

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