Financial Advisor

Union Assurance PLC
16 days ago
tie
11 Applied
Expires on: Jan 23 2025

Ref.No 00001565

Description

We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.

Candidate profile

Possess G.C.E A/L at a minimum. Having a degree or diploma in marketing would be an added advantage.

Excellent communication skills, interpersonal skills & having perseverance attitude will be required

Having a proven record of high-end client base will be a definite advantage.

Excellent Computer literacy (MS word/Excel/PowerPoint)


  • Meeting with clients.
  • Offering specialized financial guidance and advice.
  • Completing financial needs analyses.
  • Creating and explaining customized plans.
  • Analyzing clients' risk.
  • Encouraging clients to invest in the future.
Skills
Finance
Interpersonal
Marketing
MS word/Excel/PowerPoint
Communication
Industry Sector