Insurance Financial Advisor

Job Summary

The insurance advisor is responsible to meet the clients, offering financial guidance and advice, financial analysis creating and explaining customized plans, accessing clients' financial portfolios, and analyzing clients' risk.

Job Description

The successful candidate should meet the following specifications;

• A good Diploma, Bachelor’s degree, or other professional qualification
• Honest, professional, high achiever with Strong and ethical performance Coachable and highly competitive spirit
• Effective communication and presentation skills with fluency in English
• People networked
• Excellent time-management
• Aged 25 years old and above.

Responsibilities

• Identify markets and schedule meetings with potential clients.
• Provide a consultative approach to create an innovative solution(s) that best fits the needs of each individual client.
• Develop, grow, and manage the key accounts in the corporate market established
• Develop and manage strong relationships with clients and earn their trust
• Manage and follow up on the developed accounts
• Submit weekly reports and avail status updates to the unit leader agent

Skills and Qualities

• Enthusiasm
• Massively positive outlook - the glass must always be half full
• Good at building long-term relationships
• Persuasive
• Problem solver
• Able to listen to clients' needs and address them.
• Visionary
• Strategic
• Sector knowledge and industry
• Good at making new contacts and networking

How to apply: 

All applications will be received and Reviewed through Brightermonday Portal by Clicking on the 'Apply Here' section