Manage a personal lines insurance client portfolio, focusing on policy renewals, client retention, tailored coverage advice, issue resolution, and new business development. The role requires strong relationship management, negotiation, insurance market knowledge, compliance adherence, and achievement of renewal and sales targets.

Provides tailored financial planning advice across pensions, investments, protection, savings, and life assurance. Generates new business, manages client relationships and portfolios, conducts financial reviews, identifies cross-selling opportunities, achieves sales and retention targets, and maintains compliance with Central Bank of Ireland regulations and company policies.