Job Title:
Financial Advisor / Sales Consultant
Job Description:
- Identify and approach potential individual and corporate clients through networking, referrals, and cold calling.
- Conduct financial needs analysis to understand clients goals and recommend suitable insurance and investment solutions.
- Present life insurance, savings, retirement, and employee benefits products tailored to customer needs.
- Build and maintain long-term client relationships by providing continuous financial guidance and after-sales support.
- Generate new business opportunities and manage a healthy sales pipeline.
- Achieve monthly and annual sales targets while maintaining high customer satisfaction.
- Prepare quotations, complete policy documentation, and coordinate with internal teams to ensure smooth policy issuance.
- Stay updated on insurance products, market trends, and regulatory requirements.
- Participate in sales meetings, training programs, and business development activities.
Key Skills:
- Sales & Business Development
- Financial Planning
- Relationship Management
- Lead Generation & Prospecting
- Negotiation & Closing
- Customer Relationship Management (CRM)
- Communication & Presentation Skills
- Time Management
- Problem Solving
