Financial Advisor

SUMMARY:
-

POSITION INFO:

My client is looking for Financial Advisors for both Short- and Longterm Insurance.

As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.

Join them to help their clients understand the value of making wise financial decisions to set themselves up for a life of financial freedom.

Requirements and qualifications

• Valid driver’s license with own transport
• Aged 23+
• Knowledge of the insurance industry
• Proficient in Word, Excel, Outlook, and PowerPoint
• Sense of ownership and pride in your performance and its impact on the company’s success
• Critical thinking and problem-solving skills
• Team player
• Good time-management skills
• Great interpersonal and communication skills
• Analytical thinking skills and the ability to assess clients’ needs.
• Excellent communication abilities, including writing, speaking and active listening.
• Effective sales, presentation, and customer service skills
• Good organisation and time management skills

Duties and responsibilities

• Understand clients’ financial needs.
• Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance.
• Answer clients’ questions and address concerns
• Advise clients about insurance coverage, investment planning, cash management, or any other areas that can help them reach their financial goals.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Manage and regularly update clients’ portfolios.
• Continuous communication with clients to stay up to date with their financial status.
• Building and maintaining your client base.