Our client a leading insurance that offers Insurance services is looking to grow its team by recruiting an energetic and very ready to work Unit Managers . Key Responsibilities
- Leading a team of agents, grow and recruit more team members.
- Train, motivate and help the agents with production.
- Preparation of weekly and monthly targets, reviews, activities, etc.
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises;
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
- Researching the marketplace and providing clients with information on new and existing products and services;
- Researching information from various sources, including providers of financial products;
- Promoting and selling financial products to meet given or negotiated sales targets;
- Negotiating with clients for the best possible rates;
- Liaising with other professionals, market research and intelligence
- Keeping up to date with financial products and legislation;
- Contacting clients with news of new products or changes to legislation that may affect their savings and investments;
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Desired Qualifications & Experience
- Must have strong education background in insurance industry with 3-4 years of experience in the same.
- Education background with experience in Sales and marketing also encouraged.
- Must have working experience as a financial advisor.
- Team player, with good interpersonal skills.
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