The Role:
The role involves identifying client needs, explaining available coverage options, and recommending suitable plans.
Advisors manage both inbound and outbound sales, build and maintain client relationships, and provide after-sales support to ensure customer satisfaction.
They are also accountable for achieving sales targets, staying updated on industry regulations, and maintaining compliance with company policies.
Responsibilities:
You will acquire clients either at Lite (Road Show) OR Hybird
Actively develop new client relationships and prospect for new business opportunities.
Provide a financial advisory through offering wealth management solutions such as insurance, investment.
Build close long-term relationships/rapport with existing clients.
Conduct regular followup with existing and potential customers to assess their financial needs.
Requirements:
Min.
Local Diploma/Degree required to take CFMAS certifications
Min 1 year of sales experience in any industry/ Financial sales industry
Interested candidates kindly APPLY or contact or email for more info.
Registration No: R
EA License No: 12C6295
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