Financial Advisor/ Business Development Manager

• To develop long term sources of clients by using referrals, occupational and special interest groups to compile lists of prospects,
• Approach potential clients by utilizing mailing and phone solicitation, making presentations to groups at company-sponsored gatherings, speaking publicly to community groups on financial well being.
• Determine client particular needs and financial situation by scheduling fact-finding appointments, determining the extent of present coverage and investment; ascertaining long term goals.
• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long term implementation.
• Obtain underwriting approval by completing an application for coverage.
• Complete coverage by the delivery policy; planning future follow-up visits and evaluation of needs.
• Provide continuing service by providing annual review; processing changes in beneficiary and policy loan applications.
• Provide death benefit by delivering policy proceeds to beneficiaries.
• Update Job knowledge by participating in educational opportunities; agency meetings and review sessions; maintaining  personal networks; participating in seminars, workshops and trainings
• Enhance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishment.

Requirements:

•  Must be a graduate of any discipline as adequate training will be conducted.

NB: Salary is commision based.