Job Description
Job Responsibilities:
- Provide financial advice to clients on retirement planning, investment, and risk policies
- Generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial plan proposals. thereafter discuss and market insurance options that suit their needs
- Assessing clients' financial portfolios
- Analyzing clients' risk
- work with team members in generating a market lead
- Stay up to date with the latest products and their benefits and inform clients of these offerings, offering specialized guidance and advice on relevant insurance packages.
- Maintain records and give reports o marketing activities on a weekly basis
Skills and Competences Required:
- Resilience
- Persistence
- Excellent Communication and Networking skills
- Ability to take initiative and work independently
- A Team player
- Leadership and influencing skill
- Commercial awareness
- Attention to detail
- Customer service and relationship skills