Insurance Expert
2 months ago
Job Title: Financial Advisor
About the Role: We are seeking a skilled Financial Advisor to work with our clients, helping them understand their financial status and make informed decisions about their money.
Key Responsibilities:
- Understand clients' financial needs and goals.
- Analyse clients' expenses, income, insurance coverage, and financial objectives.
- Advise clients on insurance coverage, investment planning, and cash management.
- Prepare and interpret financial document summaries, investment performance reports, and income projections.
- Manage and update clients' portfolios.
- Communicate regularly with clients to stay up-to-date on their financial status.
Requirements and Qualifications:
- Valid driver's license with own transport.
- Aged 23+.
- Knowledge of the insurance industry.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Sense of ownership and pride in your performance and its impact on the company's success.
- Critical thinking and problem-solving skills.
- Team player.
- Good time-management skills.
- Great interpersonal and communication skills.
- Analytical thinking skills and the ability to assess clients' needs.
- Excellent communication abilities, including writing, speaking, and active listening.
- Effective sales, presentation, and customer service skills.
- Good organisation and time management skills.
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