SAFE LIFE AND PENSIONS - Key Persons
Beata has more than 8 years successful sales experience working in Financial Services.
Prior to joining Safe Life and Pensions Ltd, Beata has a proven track record in sales with over 3 years working in a Management capacity.
A native of Poland, Beata studied Law in the University of Gdansk & holds a Cambridge English First Certificate (FCE). Working with Foreign & Irish Clients, Beata believes that the best interest of her Clients is the most important factor and providing a personalized service is essential when matching Clients with the right financial products and services.
Beata is an Accredited Product Adviser (APA Life) and is a member of the Life Insurance Association.
She is also an Accredited Product Adviser (APA Personal General Insurance) and is a member of the Insurance Institute of Ireland.
Bob is highly experienced with a career spanning 35 years. He has over 10 years experience in Financial Services with a proven track record giving clear concise advice in a transparent manner.
In addition, he has 25 years experience working in various managerial positions in manufacturing industry.
Bob is a Qualified Financial Adviser (QFA) and holds a Professional Diploma in Retirement Planning Advice (RPA). He is a member of the Life Insurance Association (LIA)
He is also a Certified Insurance Practitioner (CIP) and is a member of the Insurance Institute of Ireland (III).
Leah has over 11 years experience in financial services within the life and non life sectors in which 3 years was in a management capacity.
Leah is an Accredited Product Advisor
Job Titles:
- Qualified Financial Adviser
Marta has 7 years sales experience working in Financial Services.
A native of Poland, Marta is a qualified teacher and holds a Masters Degree in Polish Philology & Film from the University of Gdansk.
In addition Marta also holds a Cambridge English First Certificate (FCE).
Marta believes in understanding her Clients individual needs, satisfying their requirements and obtaining referrals.
Marta is a Qualified Financial Adviser
Marta also holds a Professional Diploma in General Insurance (PDI) with the Insurance Institute of Ireland & UCD.
She is a member of both the Life Insurance Association (LIA).and the Insurance Institute of Ireland (III)
Michael has 26 years experience in Financial Services within the Life & non-Life sectors of which 10 years was in a Management Capacity.
He is a Qualified Financial Adviser(QFA) and is a member of the Life Insurance association (LIA)
In addition Michael holds a Professional Certificate in Personal General Insurance
In 2011 Michael completed Fetac 6 in Supervisory Management.
He is highly experienced with a proven track record in Customer Care and Sales with a strong Technical Background in computer skills.