Junior Account Executive – Financial Services

About the role

A leading financial services organisation in Dublin is looking for a Junior Account Executive to join its growing team. The role is ideal for candidates with customer‑facing or sales experience who want to develop a career in financial services.

Key responsibilities

• Manage a portfolio of existing customers through effective relationship management.
• Conduct regular outbound calls to support activity and drive business growth.
• Guide customers through the digital finance application journey.
• Maintain digital sales pipelines and ensure effective lead conversion.
• Ensure all activities comply with internal quality and compliance standards.

Required profile

• Minimum 1 year of experience in a customer‑facing, sales or financial services role.
• Proven experience speaking with customers over the phone.
• Strong communication and interpersonal abilities.
• Highly organised with keen attention to detail.
• Proactive team player motivated by target‑driven environments.
• Willingness to pursue professional qualifications such as APA or QFA.

Required skills

What we offer

• Permanent full‑time position with a competitive salary package.
• Clear career progression opportunities within the organisation.
• Support for professional qualifications (APA/QFA) and ongoing training.
• Access to a leading digital sales and customer platform.
• Collaborative and supportive team environment.