The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. 

Responsibilities

  • Market research
  • Market analysis
  • Identify new opportunities
  • Identifying and pursuing potential clients to maintain a strong client base
  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Assess customers’ needs and provide assistance and information on product features
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
  • Ensure high levels of customer satisfaction through excellent sales service
  • Remain knowledgeable on products offered and discuss available options
  • Follow and achieve sales goals on a monthly, quarterly and yearly basis
  • “Go the extra mile” to drive sales

Qualifications

  • Minimum Intermediate
  • 0-1 Year Experience
  • Good presentation skills
  • Minimum 22 years

Job Details

Total Positions:
20 Posts
Job Shift:
First Shift (Day)
Job Type:
Job Location:
Gender:
No Preference
Minimum Education:
Intermediate/A-Level
Career Level:
Entry Level
Minimum Experience:
Fresh
Apply Before:
Jun 26, 2021
Posting Date:
May 25, 2021

Efu Life Assurancce pvt ltd

Insurance / Takaful · 601-1000 employees - Karachi

What is your Competitive Advantage?

Get quick competitive analysis and professional insights about yourself
Talk to our expert team of counsellors to improve your CV!
Try Rozee Premium

Similar Job Titles

Sales Executive

ARA International, Lahore, Pakistan
Posted May 03, 2024

Sales Executive

Atee & Co, Karachi, Pakistan
Posted May 02, 2024

Sales Executive

Together., Lahore, Pakistan
Posted May 03, 2024

Sales Executive

Chemical Feeding, Karachi, Pakistan
Posted Apr 30, 2024
View All
I found a job on Rozee!