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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