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Financial Advisor

IGI Family Takaful

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PKR. 15,000 - 30,000/Month

Develop marketing strategies and promote all types of Conventional & Islamic Investment contracts or suggest additions/changes to existing ones

Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Report the progress of monthly/quarterly initiatives to stakeholders
Maintain bookkeeping systems, database and records
Monitor claims to ensure mutual satisfaction
Achieve customer acquisition and revenue growth objectives
Constantly update job knowledge and learn about new products and services
Fulfill all policy requirements

* REQUIREMENTS

Proven working experience as an Islamic investment agent or relevant experience
Familiarity with all types of Investment plans (automobile, fire, life, property, medical etc)
Basic computer knowledge and statistical analysis
Proven ability to work with goals
Demonstrated ability to communicate, present, influence and sell effectively
Experience in delivering client-focused solutions and in creating long-lasting relationships
College or BS degree