The Financial Advisor solicits and procures applications for insurance. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.
The Essential Job Functions:
Job Tasks and Duties:
1.Prospecting for possible customers
2.Conducting the sales presentation
3.Administration – record keeping etc..
4. After Sales Services
Minimum Requirements
The Candidate should be between the ages of 25 and 55 years
The candidate should posses basic computer literacy skills
The candidate should either own a car already, or plan to do so within the next (6) months.
Educational Qualifications
The Candidate must be computer literate. They should exhibit willingness to work with (new) technology, and the ability to be self-sufficient.
Training in finance (banking, insurance, etc.) and/or marketing would be considered an asset.
Minimum (5) or more ‘O’ Levels or CXC/GCE subjects inclusive of English Language and Mathematics.
Evidence of continuous learning would be an asset.
BEHAVIOURAL ATTRIBUTES/QUALITIES
Candidates should possess a range of these:-