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.
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.
Fill out the Application Form below and submit with your resume to email@example.com