Wealth Management Professional
3 days ago
About the Role:
- Analyzing clients' financial status and providing expert guidance on different insurance services and products.
- Creating customized financial plans to help clients understand the value of making wise financial decisions.
- Developing strong relationships with clients and staying up-to-date with 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
Duties and Responsibilities:
- Understanding clients' financial needs.
- Determining clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance.
- Answering clients' questions and addressing concerns
- Advising clients about insurance coverage, investment planning, cash management, or any other areas that can help them reach their financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Managing and regularly updating clients' portfolios.
- Continuous communication with clients to stay up-to-date with their financial status.
- Building and maintaining your client base.
Estimated Salary:
$60,000 - $80,000 per annum
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