We are not commodities—we are people. Just as we search for purpose in life, we should find meaning in work. Our leadership believes in the power of purpose, ideas, and commitment. As you contribute your time, talent, and solutions, you’ll see the impact you make at Sheppard. If you’re a goal-oriented, passionate individual who’s ready to be part of something bigger, then Sheppard is the place for you.
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.
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.
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.
Minimum 3 years’ experience in investments, insurance or finance related field.
Prior experience managing client roster.
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.