Top Interview Tips for QFA Life Assurance Roles
Qualified Financial Advisor (QFA) life assurance roles offer a secure, respected, and rewarding career path in Ireland’s financial services sector. But getting the job means navigating a competitive hiring process — and standing out in interviews requires more than technical knowledge.
This guide shares proven, practical interview strategies tailored to QFA roles, including sample questions, how to prepare, and what employers really look for.
With that in mind, let’s explore how you can shine in a QFA Life Assurance interview in Ireland.
Top Interview Tips for QFA Life Assurance Roles
To help you feel confident and prepared, here are the most effective ways to succeed in a QFA interview:
- Know Your Regulatory Framework
Expect questions about Irish financial regulations — especially those related to life assurance. Be ready to reference the Central Bank of Ireland’s Consumer Protection Code, AML requirements, and GDPR. Employers want to know you can act responsibly and ethically. - Showcase Your QFA Qualification
Don’t just mention your QFA cert — explain how it’s shaped your understanding of life cover, pensions, and savings products. For example, talk about how you approach suitability assessments or explain the importance of Fact Finds. - Use STAR to Structure Your Answers
Use the STAR technique (Situation, Task, Action, Result) when answering behavioural questions. For example: “Tell me about a time you dealt with a difficult client?”
Prepare stories that show patience, professionalism, and a client-first approach. - Prepare for Technical Product Questions
You may be asked to explain life insurance terms (e.g., Whole of Life vs. Term), or how to assess a customer’s protection needs. Practise giving short, jargon-free explanations as if speaking to a new client. - Understand Sales Without Pressure
QFA roles often require a balance between advising and selling. Employers want to hear that you build trust rather than push products. You could be asked: “How do you approach meeting sales targets ethically?” - Emphasise Soft Skills
Listening, empathy, and clarity are critical in this role. Give examples that show you can explain complex financial topics in a reassuring, client-friendly way. - Show Knowledge of the Irish Financial Landscape
Interviewers may ask your view on current trends — like the shift to digital financial advice, or changing consumer attitudes to protection products. Read recent Central Bank reports or Irish Life/Zurich publications to prepare. - Ask Smart Questions at the End
Always prepare 1–2 thoughtful questions that show engagement. For example: “How do you support ongoing CPD for QFA staff?” or “What tools do your advisors use to support remote client meetings?”
Common Mistakes to Avoid
- Overloading with jargon: Explain clearly, as you would with clients. Don’t assume financial lingo will impress.
- Underestimating the ‘advice’ part: QFA isn’t just about product knowledge — it’s about guiding people. Show this balance.
- Not reviewing CPD records: Some interviewers may ask what recent CPD training you’ve completed — be ready to mention topics.
- Weak knowledge of company products: If interviewing with a provider, check their website — know the key features of their life, pension, or income protection plans.
Leveraging Training & Certifications in Ireland
The QFA designation is your entry point — but employers value continuous learning. Other Irish-recognised credentials that may strengthen your profile include:
- Professional Certificate in Financial Advice (QFA – LIA Ireland)
- Professional Diploma in Financial Advice
- CPD modules in protection, retirement planning, and ethics
If you would like to find out more about certification and the courses available to you, just get in touch or complete the form below.
