18 Insurance Advisor jobs in Ireland

Insurance Advisor

Dublin, Leinster Sanderson Recruitment (Ireland) Limited

Posted 12 days ago

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Sanderson is delighted to partner with a Global Insurance Group to recruit a Health Insurance Advisor. This is a fantastic opportunity for an APA qualified professional with experience in the insurance sector to join a dynamic, client-focused team. Location: Hybrid - 3 days per week in the Dublin 2 office About the Role: As a Health Insurance Advisor, you'll be the trusted point of contact for clients, helping them navigate their health insurance options with confidence. You'll provide expert advice, tailored recommendations, and outstanding service, ensuring each client receives the best possible outcome. Key Responsibilities: Consult with clients via phone and email to assess their health insurance needs. Complete fact finds and prepare personalised comparisons and reports. Liaise with insurers and clients to ensure smooth communication and service delivery. Prepare marketing documentation for new business, renewals, and mid-term amendments. Maintain and update internal systems with accurate client and policy information. Support the servicing and retention of client insurance programmes. Ensure compliance with data protection regulations through meticulous record-keeping. Participate in ongoing training to stay current with health insurance products. Deliver exceptional customer service and proactively manage client queries and renewals. Collaborate with team members and support management as needed. What We're Looking For: APA certification Previous experience in a customer focused role in the Insurance sector Ability to explain complex information clearly and concisely. Analytical mindset with strong problem-solving skills. Team player with a proactive, goal-oriented approach. Ability to work independently and collaboratively. For more information, apply online or contact Elaine Liston in Sanderson on . Skills: Health Insurance Advisor Insurance Administrator APA CIP
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Health Insurance Advisor

Dublin, Leinster Sanderson Recruitment (Ireland) Limited

Posted 2 days ago

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Sanderson is delighted to partner with a Global Insurance Group to recruit a Health Insurance Advisor. This is a fantastic opportunity for an APA or CIP qualified professional with experience in the insurance sector to join a dynamic, client-focused team. Location: Hybrid - 3 days per week in the Dublin 2 office About the Role: As a Health Insurance Advisor, you'll be the trusted point of contact for clients, helping them navigate their health insurance options with confidence. You'll provide expert advice, tailored recommendations, and outstanding service, ensuring each client receives the best possible outcome. Key Responsibilities: Consult with clients via phone and email to assess their health insurance needs. Complete fact finds and prepare personalised comparisons and reports. Liaise with insurers and clients to ensure smooth communication and service delivery. Prepare marketing documentation for new business, renewals, and mid-term amendments. Maintain and update internal systems with accurate client and policy information. Support the servicing and retention of client insurance programmes. Ensure compliance with data protection regulations through meticulous record-keeping. Participate in ongoing training to stay current with health insurance products. Deliver exceptional customer service and proactively manage client queries and renewals. Collaborate with team members and support management as needed. What We're Looking For: APA certification or CIP Qualified Previous experience in a customer focused role in the Health Insurance sector Ability to explain complex information clearly and concisely. Analytical mindset with strong problem-solving skills. Team player with a proactive, goal-oriented approach. Ability to work independently and collaboratively. For more information, apply online or contact Elaine Liston in Sanderson on . Skills: Health Insurance Advisor Insurance Administrator APA CIP
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Health Insurance Advisor

Dublin, Leinster Sanderson Recruitment (Ireland) Limited

Posted 12 days ago

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Job Description

Sanderson is delighted to partner with a Global Insurance Group to recruit a Health Insurance Advisor. This is a fantastic opportunity for an APA or CIP qualified professional with experience in the insurance sector to join a dynamic, client-focused team. Location: Hybrid - 3 days per week in the Dublin 2 office About the Role: As a Health Insurance Advisor, you'll be the trusted point of contact for clients, helping them navigate their health insurance options with confidence. You'll provide expert advice, tailored recommendations, and outstanding service, ensuring each client receives the best possible outcome. Key Responsibilities: Consult with clients via phone and email to assess their health insurance needs. Complete fact finds and prepare personalised comparisons and reports. Liaise with insurers and clients to ensure smooth communication and service delivery. Prepare marketing documentation for new business, renewals, and mid-term amendments. Maintain and update internal systems with accurate client and policy information. Support the servicing and retention of client insurance programmes. Ensure compliance with data protection regulations through meticulous record-keeping. Participate in ongoing training to stay current with health insurance products. Deliver exceptional customer service and proactively manage client queries and renewals. Collaborate with team members and support management as needed. What We're Looking For: APA certification or CIP Qualified Previous experience in a customer focused role in the Insurance sector Ability to explain complex information clearly and concisely. Analytical mindset with strong problem-solving skills. Team player with a proactive, goal-oriented approach. Ability to work independently and collaboratively. For more information, apply online or contact Elaine Liston in Sanderson on . Skills: Health Insurance Advisor Insurance Administrator APA CIP
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Commercial Client Advisor - Global Broker - Hybrid Working

Dublin, Leinster Marsh McLennan

Posted 11 days ago

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We are seeking talented individuals to join our Commercial Client Advisor team at Marsh. This is a perfect role for someone with a strong background in commercial insurance, having worked in a Client Advisor or Broker type role or within the Commercial Underwriting or Claims sector and looking to move into a new and exciting role within an established, market leading insurance broker. This role can be based in our Dublin or Galway offices. What can you expect: To be part of a company with a strong brand, committed to making a difference in people's lives. We help you be your best through interesting work, professional development opportunities and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. A hybrid working model - 3 days in the office and 2 days remote. What you will be rewarded with: Competitive benefits: Including annual leave, excellent pension contributions, private medical cover, and more. A flexible benefits programme which provides you with the opportunity to tailor your benefits to meet your needs. Generous Family Leave: Comprehensive maternity, paternity, and adoption leave policies. We will rely on you to: Deliver day to day broking insurance services to assigned portfolio of SME clients in relation to all classes of cover. In collaboration with Client Executive, work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards. Build and maintain relationships with clients, prospects and client teams to provide best in class service. Prepare comprehensive submissions and conduct thorough risk marketing exercise to effectively present clients' needs and secure optimal insurance solutions. Obtain terms for renewal business while actively engaging with clients to gather clear renewal instructions and ensure their needs are met. Drive the growth of SME business by selling additional products and services to existing clients, thereby enhancing their coverage and strengthening client relationships. Maintain a detailed understanding of changing market conditions and understand and comply with all corporate procedures, compliance and professional standards, to better serve our clients. Foster a collaborative team environment. What you will need to have: Strong technical knowledge of all insurance products Minimum Qualification: Commercial CIP Commercial insurance experience Ability to work under pressure and meet tight deadlines Articulate with strong client facing and stakeholder management abilities Accuracy with good attention to detail and ability to check work of self and others Ambitious nature and a keen contributor within a team environment What makes you stand out: Ability to work in a fast-paced environment Fully qualified CIP Working towards or fully qualified ACII Why join our team: To be part of a company with a strong brand, committed to making a difference in people's lives. We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
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Financial Advisor

Cork, Munster Osborne Recruitment

Posted 7 days ago

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Financial Advisor At Osborne, we are excited to be working with an established and growing financial services firm who is currently seeking QualifiedFinancial Advisorto join their expanding advisory team. This is an exciting opportunity for motivated professionals who are passionate about helping clients achieve their financial goals in areas such as protection, pensions, and investments. Location: Cork Job Type: Full-time, Permanent Salary: DOE Key Responsibilities: Provide tailored financial planning and advice to both new and existing clients Identify individual financial needs and recommend suitable products and solutions Develop and maintain strong, long-term client relationships Stay up to date with regulatory requirements and ensure full compliance in all advice provided Offer ongoing support and aftercare to ensure a high level of client satisfaction Work towards personal and team-based performance targets while upholding ethical standards Key Requirements: QFA qualified (essential) Minimum 2-3 years experience in financial services or an advisory role Excellent communication and interpersonal skills Strong customer focus with a solution-oriented approach Proactive, organised, and able to manage your own portfolio Goal-driven, with the ability to work independently and within a team Whats on Offer: Competitive base salary with performance-based bonuses Pension contribution and additional benefits package Marketing and administrative support to help grow your client base Ongoing training and opportunities for professional development A collaborative and supportive work culture focused on growth For more information, please apply through the link provided for the attention of Eve Morey or email your cv to If you are interested in finding out more about the above role and would like to be considered other suitable roles that we may have available for your skill set please attach your CV via the link provided Please submit your updated CV in Word Format If you are living in Ireland and hold a valid work permit, we would love to hear from you, if however, you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search. Osborne are proud to be an Equal Opportunity Employer. Please visit for more information on all of our roles. #INDOSB1 #INDEMOREY
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Financial Advisor

Dublin, Leinster Total Talent Solutions

Posted 11 days ago

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Summary An exciting opportunity has opened for a Financial Planning Consultant to join a growing advisory firm offering strategic guidance across Life, Pension, Investment, and Protection products. This is a client-facing role involving the management of an established portfolio, with the expectation to develop and grow new client relationships. The Financial Advisor will play a key part in delivering personalised financial plans, offering well-informed solutions, and navigating individuals and businesses through all stages of financial planning. This position is fully remote, with flexibility to manage your schedule independently, while being supported by a professional compliance and administrative infrastructure. Applicants must be based in Ireland. Responsibilities Deliver tailored advice on pensions, life cover, investment strategies, and wealth protection to individual and corporate clients Manage an existing book of business while proactively identifying new business opportunities Conduct in-depth fact-finds and financial reviews to establish individual client needs Provide clear, structured recommendations supported by risk assessments and financial analysis Ensure consistent adherence to regulatory obligations and industry compliance standards Work collaboratively with internal support staff and maintain regular client engagement Assist in the structuring of inheritance plans and group pension schemes where relevant Keep up to date with financial products, tax legislation, and regulatory changes affecting financial planning Skills and Experience Minimum qualification of QFA is required; CFP accreditation is a distinct advantage At least 3 years of experience in a similar financial advisory role, ideally within a brokerage or planning firm Strong working knowledge across Life, Pensions, Investments, and Protection planning Demonstrated experience in group schemes and business protection is beneficial Exceptional interpersonal skills, with the ability to simplify complex financial matters for clients Self-starter with the ability to manage time independently and work remotely with minimal oversight Proficient in conducting financial reviews and writing client reports Full, clean driver's licence Benefits: Competitive base salary depending on experience Pension & Health insurance Performance-driven bonus and commission scheme Flexible, remote work setup Comprehensive benefits package Ongoing training and career development support Skills: Financial services Retirement planning Financial consulting Benefits: Great Benefits Package
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Financial Advisor

Dublin, Leinster Morgan McKinley

Posted 12 days ago

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Financial Advisor - QFA | Permanent | Dublin / Hybrid Salary: DOE + Commission + Excellent Benefits Overview: Our client, a leading player in the financial services sector, is seeking an experienced and client-focused Financial Advisor to join their growing advisory team. This is an exciting opportunity for a qualified professional to deliver tailored financial planning solutions to a diverse client base of both PAYE and self-employed individuals. The role offers excellent hybrid working flexibility and the autonomy to grow your own book of business, with strong support provided. Key Responsibilities: Deliver comprehensive financial advice across protection, savings & investments, pensions, and retirement planning. Conduct thorough fact-finds and assess clients' financial circumstances and risk profiles. Develop new business through commercial initiatives, lead generation, networking, and referrals. Build and maintain long-lasting client relationships based on trust, transparency, and results. Ensure full adherence to internal policies and industry compliance standards. Utilise cashflow modelling tools (e.g., CashCalc) to support client planning and projections. Work towards agreed targets while maintaining the highest service standards. Key Requirements: QFA qualification is essential; CFP qualification is an advantage. Proven experience as a Financial Advisor or Planner in the Irish market (broker experience desirable). Strong understanding of Life, Pensions, and Investment products. In-depth knowledge of Irish pension legislation and financial regulations. Excellent communication and interpersonal skills. A self-starter with a proactive attitude and a commercial mindset. Track record of meeting or exceeding performance targets. Experience with financial planning software, especially cashflow modelling tools. Why Apply? Flexible hybrid work model. Strong internal support for new business generation. Collaborative, professional, and dynamic environment. Clear pathways for progression and development. Attractive compensation and benefits package. Skills: Financial Advisory Pensions Investments. Protections. QFA
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Senior Financial Advisor

Dublin, Leinster Prosperous Financial Planning

Posted 4 days ago

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Job Title: Financial Advisor Reporting to: Choice Sales Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships. We believe great advice changes lives and we're proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. About The Role: We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us. Further details on our Choice service can be found at . Key Responsibilities: Managing the client journey for both new and existing clients Ability to assess and analyse clients' financial circumstances to determine their requirements Make recommendations, share expert advice and provide solutions to client Serving our existing clients through annual reviews and ongoing communications Collate all client information into relevant files while maintaining a high level of compliance Skills And Experience: QFA designation is essential Expert knowledge of investments, pensions, protection and savings products Confident interacting with clients in a professional manner Results-driven & objective focused Ability to work as part of a team and cross functionally Knowledge of Online Application and Voyant would be a significant advantage Working towards becoming a CFP would be an advantage Why work with us: Excellent remuneration packages and attractive commission structure Hybrid, flexible working model (4 days from home / 1 day in office) 25 days annual leave Employer pension contributions up to 10% Income protection / Death In Service Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025 To Apply Please forward your CV via the APPLY Now button below.
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Qualified Financial Advisor

Portlaoise, Leinster LowQuotes.ie

Posted 5 days ago

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We are currently seeking for an ambitious and adaptable individual to fill the role of Qualified Financial Advisor. * A Hybrid WFH opportunity is available for suitable candidates. * Low Quotes provide solutions for clients Financial needs such as Protection, Pensions, Savings & Investments & Mortgages. We specialize in online and telephone consultations. Our Advisors have full support from the Administration Department, allowing advisors to concentrate on advising our new and existing customers. We are seeking 5 types of Financial Advisors: Life Insurance Advisors. Financial Planners. Mortgage Advisors. Pension Savings & Investment Advisors. (or) Experience in all of the above. Responsibilities - Provide expert advice over the phone and by email. Actively identify sales opportunities from high intent inbound enquiries and proposing suitable financial solutions, cross-selling products where possible. Ensure all internal procedures and industry regulations are followed. Requirements - QFA, CFP or APA certified. Excellent telephone sales skills. Delivering a high level of customer service via phone, email & web-meetings. Team player that maintains productive relationships with colleagues & management. Previous experience as a Financial Advisor, CFP or APA in a Financial Services Brokerage or Financial Institution. Previous experience operating a CRM system a bonus. Why choose Low Quotes? - High intent customer enquiries delivered directly to your CRM. Hybrid WFH available for the ideal candidate. Company Pension available. Employee Wellness Programme. Competitive salary with uncapped commission and bonus (DOE). Full support from Administration Department. Full Sales & CRM training provided. Low Quotes Broker Center and CRM to assist with streamlining processes. Benefits: Work From Home
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Senior Financial Advisor

Dublin, Leinster The Panel Group

Posted 5 days ago

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Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior Financial Advisor to join their team. The Job Manage and nurture relationships with an existing client base while actively seeking new business opportunities. Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products. Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets. Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system. Network internally and externally to enhance business development and maintain the brand's integrity. The Candidate Bachelors degree in business, finance, or a related field is desirable Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable Minimum of 10 years of sales experience in the Life and Pensions industry Proven track record in achieving annual sales targets Excellent client facing skills and ability to close business A strong understanding of relevant regulatory requirements Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally Skills: pensions wealth management financial advisor qfa cfp Investments Benefits: Group Life Assurance Medical Aid / Health Care Pension Fund Performance Bonus Mobile Phone
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