Job Summary

Applications are invited from qualified persons for the above vacant position.

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

Job Description

Roles and Duties of Financial Advisors.
Insurance Financial Advisors typically do the following:

•    Prospecting - Call potential clients to expand their customer base
•    Hold conversations with prospective clients to get data about their financial resources and advise on suitable cover.
•    Explain the features and Benefits of various products to clients.
•    Have face to face meetings with clients for needs-based discovery and thereafter close a sale.
•    Servicing Clients and Relationship management
•    Make sales presentations in companies
•    Establish worksites for presentation, activation purpose.
•    Customize insurance programs to suit individual clients
•    Policy contracts delivery to clients.
•    Maintain client’s records

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