Financial Advisory Role
This position entails delivering expert financial guidance to clients, overseeing long-term insurance portfolios, and marketing financial products. To excel, you will need strong interpersonal skills, the ability to analyze and synthesize data, and an entrepreneurial mindset.
* Skill: Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
* Competency: Balances Stakeholders, Builds Networks, Communicates Effectively, Customer Focus, Ensures Accountability, Instills Trust, Interpersonal Savvy, Manages Complexity
Key Responsibilities
* Deliver tailored financial advice to clients
* Manage complex insurance portfolios
* Maintain a high level of customer satisfaction
Requirements
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work under pressure and meet deadlines
What We Offer
* A competitive salary and bonus structure
* Ongoing training and development opportunities
* A dynamic and supportive work environment