Financial Advisor

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Job Summary

Sales, Financial advisory and Customer Management.

  • Minimum Qualification: Diploma
  • Experience Level: Entry level
  • Experience Length: 1 year

Job Description

  • Identifying and sourcing for prospective clients.
  • Selling Savings, Investment and Insurance Products
  • Advice clients on company product and services
  • Managing Clients and ensuring constant premium payment
  • Organizing and carrying out presentations
  • Seek out new clients and develop clientele by networking.
  • Ensure fulfillment of all underwriting conditions in connection with                    
  • Product sold and accurate completion of proposal forms.
  • Calculate premium and establish payment method on proposal forms.
  • Generate lists of prospective clients.

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