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3 weeks ago

Job Summary

A leading Insurance Company is looking for financial advisors for both corporates and retail financial services sales.

  • Minimum Qualification:Diploma
  • Experience Level:Mid level
  • Experience Length:2 years

Job Description/Requirements

Salary: Negotiable + commissions

Responsibilities
• Developing a list of potential clients from referrals, networks and other sources for engagement and interesting them in financial services
• Prospecting for clients for the provision of financial service solutions mostly insurance products ranging from education to savings plans
• Approaching potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
• Determining client’s particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
• Obtaining underwriting approval by completing application for coverage and submitting the same
• Completing coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Providing continuing service and support to existing clients for the duration of their cover or solution by consistent engagement
• Up selling and cross selling to existing clients by constant engagement and unearthing new and emerging needs
• Updating job knowledge by participating in both internal and self sponsored trainings, reading professional publications; maintaining personal networks; participating in professional organizations.
• Attending regular meetings as required at the branch and unit level either physically or virtually as the case may be to participate in supervision and personal development sessions

Qualifications
• Diploma/Degree in business related course.
• 2 years of experience in sales and marketing.
• 25 years & Above
• Resilient spirit and persistent nature.
• Impeccable interpersonal skills & friendly attitude.
• Well organized with great management abilities.
• Excellent communication and presentation skills.

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