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.

Financial Advisor

Term
Permanent/ Full-Time

Description
Successful candidates must be self-driven to attract new clients by offering a comprehensive suite of insurance products and financial services, which are tailored to each individual’s needs. They 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.

Competitive salary and benefits package commensurate with qualifications and experience.

Qualifications
Bachelor’s degree (or equivalent) in Economics, Finance, Management, Accounting, or a related field will be an asset.

Passing grade in general and/ or ordinary long-term insurance would be an asset.

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

Experience
Minimum 3 years’ experience in insurance sales and finance.
Prior experience managing client roster.


Submit your resume to hrgroup@sheppard.tt


Trading Assistant

Term
Permanent/ Full-Time

Description
Successful candidates will assist with the execution and processing of all local and foreign trades on the Desk. Candidate should be self-driven, ans analytical and have a working knowledge of the financial markets is an asset. Duties include liaising with brokers, preparing market reports, and completing all aspects of the trade process.

Competitive salary and benefits package commensurate with qualifications and experience.

Qualifications
Bachelor’s degree (or equivalent) in Economics, Finance, Mathematics, or a related field.

Key Competences
Candidate should be able to manage time efficiently and deal with changing priorities easily. The ability to solve problems, analyze information, and multitask will be an asset. Good communication, administrative writing, Microsoft Office skills are required. Must be IT proficient, professional and the ability to adapt to a fast-paced environment.

Submit your resume to hrgroup@sheppard.tt


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