Join Our Team Sheppard

Join Our Team

If you’re a goal-oriented, passionate individual who’s ready to be part of something bigger, then Sheppard is the place for you.

Account Executive

Term
Permanent/ Full-Time

Description
The incumbent must be self-driven, with the ability to maintain a book of clients and also to attract new clients by offering a comprehensive suite of investment and insurance services which are tailored to each individual’s needs. S/He will also advise clients on financial plans, whilst utilising knowledge of investment strategies, securities, insurance, and pension plans. Duties include assessing clients' assets, liabilities, cash flow, and insurance coverage; maintaining client records; and responding to client queries, escalating where necessary.

Salary
Competitive salary and benefits package.

Qualifications
Undergraduate degree (or equivalent) from a recognised institution in Economics, Finance, Management, Accounting, or in a related field. Certification in general and/ or ordinary long-term insurance would be an asset.

Experience
Minimum 3 years’ experience in investments, insurance or finance related field.
Prior experience managing client roster.

Key Attributes
A competitive sales drive with the ability to create sales opportunities, multi-task, problem solve and analyse information. Good communication, administrative writing, and Microsoft Office skills are required. Must be IT proficient, professional and have the ability to adapt to a fast-paced environment.


Submit your resume to hrgroup@sheppard.tt


  • Facebook
  • LinkedIn
  • Instagram
  • Twitter