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Job Description

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

  • Market analysis
  • Identify new opportunitiesIdentifying 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

Specific Tasks

  • Sales
  • Sales Management

Job Details

Total Positions:
20 Posts
Job Shift:
First Shift (Day)
Job Type:
Job Location:
No Preference
Minimum Education:
Career Level:
Entry Level
Minimum Experience:
Apply Before:
Jun 27, 2021
Posting Date:
May 27, 2021
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EFU LIFE ASSURANCE LTD (Karachi Cantt Branch)

Insurance / Takaful · 101-300 employees - Karachi

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