Join an established company providing financial solutions
Rewarding career with competitive compensation
Opportunity to make a positive impact on clients
You will be responsible for :
Talking to clients and assessing their financial health.
Conducting financial needs analysis on each client.
Creating an achievable and realistic financial plan that will help them meet their desired needs.
Establishing strong relationships with clients through active follow-up.
Working closely with the client to put said financial plan into action.
You have a degree in any field with at least 2 years experience in a Sales or related role.
Knowledge of the financial services industry or experience in real estate / HMO industries will be a strong advantage.
You have strong written and verbal communication skills with the ability to listen, understand and give advice to clients.
You are able to handle basic computer tasks.
You are a proactive, confident, self-motivated and resilient individual with an entrepreneurial mindset.
You are goal-oriented at an individual and team level.
You have a strong desire for performance driven compensation and growing earning potential.
Our client is a leading provider of insurance and financial solutions. With a highly experienced in-house team, they are able to provide their growing portfolio of clients confidence in tackling unforeseen expenses and minimising risks.