Insurance Solutions Provider
2 days ago
Future Careers is committed to helping individuals and businesses achieve their financial goals through innovative insurance solutions. We are currently seeking an experienced Insurance Solutions Provider to join our team.
Job OverviewIn this role, you will be responsible for conducting financial needs analysis for clients, developing and implementing customised financial plans, and providing ongoing support and guidance to clients.
- You will work closely with clients to understand their financial objectives and develop tailored solutions to meet their needs.
- This may involve collaborating with other team members to ensure seamless delivery of services and achievement of organisational goals.
- To succeed in this role, you must possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
- A solid understanding of industry trends and regulations is also essential, as well as a commitment to continuous learning and professional development.
The successful candidate will be responsible for:
- Conducting financial needs analysis for clients to identify areas of risk and opportunity.
- Developing and implementing customised financial plans to meet clients' short and long-term goals.
- Providing ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
- Collaborating with team members to achieve collective goals and contribute to the overall success of the organisation.
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