Overview

A reputable firm is looking for the services of Financial Consultants.

Duties Include:

• Meeting with and identifying the financial and investment requirements of customers.
• Asking the client questions about what his/her financial requirements will be in the immediate and distant future.
• Making suggestions out of the company’s product portfolio, based on the customer’s requirements.
• Clearly enumerating to the client the risks involved with making particular investments.
• Ensuring that all required paperwork is completed and that no legal issues are being violated.
• Giving advice to clients when asked about the suitability of a particular investment.
• Maintaining client relationships
• Active perusal of new potential clients.
• Mentoring junior staff if highly experienced.

Requirements:

• Must have a broad understanding of finance, how the insurance market operates.
• Must have some adequate experience moving  into a managerial position, such as an agency director.

Skills Required:

• In depth knowledge of finance,  insurance, risk management .
• Superior working knowledge of financial and presentation tools and software, such as Excel and PowerPoint.
• Ability to clearly explain investment concepts and risks involved to clients and to make presentations
• Analytical skills to quickly understand Client Needs

What we offer:

• Financial consultants  remuneration are in  ranges as salaries is not fixed