This employer is no longer accepting CVs for this job, it has been deactivated by the company\'s administrator.
Posted Jun 21, 2021 5 views
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.
- 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
Job Details
Industry:
Functional Area:
Total Positions:
35+ Posts
Job Shift:
First Shift (Day)
Job Location:
Westridge,
Rawalpindi,
Pakistan
Gender:
No Preference
Minimum Education:
Intermediate/A-Level
Career Level:
Entry Level
Minimum Experience:
Less than 1 Year
Apply Before:
Jul 22, 2021
Posting Date:
Jun 21, 2021
Hemayah Family Takaful - EFU
Insurance / Takaful · 11-50 employees - Rawalpindi
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