Client Financial Advisor

Main duties will include:

• Focusing on the acquisition of new clients as per agreed targets
• Ensuring retention of existing clients through relationship building
• Preparing financial plans with a mix of short and long term investments
• Providing periodic updates on the performance of investment portfolios
• Customizing insurance programs to suit individual customers

• Develop existing captive leads and cross sell with other SWAN’s entities solutions available

  
  

Qualifications and Experience:

• Higher School Certificate (HSC) or equivalent
• Ideally have experience in the insurance or financial services field with excellent customer relationship skills
• Have an outgoing personality with good communication and selling skills coupled with the ability to deliver results
• Be autonomous and a self-motivated team player
• Have the ability to network
• Be willing to work outside office hours to meet clients’ needs and availability
• Holder of a clean driving license
• Be computer literate in MS Office Tools

The job offers an attractive package including a company car, commissions and a basic salary.

The Company reserves the right:

    1. To convene only the best qualified candidates to participate in the selection exercise.

    2. Not to make any appointment following this advertisement.