Insurance Financial Advisor
Job Summary
Perform the duties of an Insurance Financial Advisor
- Minimum Qualification: Diploma
- Experience Level: Entry level
- Experience Length: No Experience/Less than 1 year
Job Description/Requirements
- Provide financial support to clients in order to help clients achieve their financial goals.
- Help to research the marketplace and recommending the most appropriate products and services available.
- Ensuring that client is aware of products that best meet their needs and then securing a sale.
- Serve as an advisory to provide an advice bases approach.
- Strive to improve customer satisfaction through excellent service.
Qualification and Requirement
- A minimum of a Diploma
- At least 1- 2 years experience in a business development or marketing role.