Posted Feb 18, 2021 8 views
JOB BRIEF:
We are looking for a competitive Financial Advisor to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.
The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.
RESPONSIBILITIES:
· Develop marketing strategies and promote all types of new insurance 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 insurance 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 Insurance Agent or relevant experience (Preferred)
· Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc) (Preferred)
· High school or BS degree
· Bachelors in finance, business, economics, marketing or a related field is preferred
· 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
Skills
Job Details
Jubilee-Alternative Distribution Channels
Jubilee Life commenced its Window Takaful Operations from July 07, 2015 (19th of Ramadan 1436 Hijri). The purpose was to provide Shariah complaint Takaful products to our brethren for overcoming uncertain situations in life. All business operations and products of Jubilee Family Takaful are approved and supervised by its independent Shariah Advisor, Mufti Zeeshan Abdul Aziz, who is an eminent and renowned Shariah Advisor. An in-house Shariah Compliance Department supervises the implementation of promulgated Shariah Rulings & Guidelines pertaining to different operational and investment related issues. An external Shariah Audit further certifies Shariah Compliance of Jubilee Window Takaful Operations. Shariah Compliant Funds comprise of investments in Shariah compliant instruments such as Islamic Equities, Sukook, Islamic Term Certificates, Islamic Mutual Funds, placement with Islamic Banking Institutions (IBIs) etc. In this regard, the Company has established the following Takaful funds: Capital Growth Takaful Fund Managed Takaful Fund ,
What is your Competitive Advantage?
Ayesha Shaukat
Social Media Marketing Manager
Ivoke
Mona Sharif
Senior Team Lead
Konext PVT. LTD
Babar Ahmed Khan
Territory Sales Manager
Engro Foods
Sehrish Azhar
Motivational Speaker & Blogger
Living Upbeat
Zohaib Ali
Marketing Manager
Digital Online Devices
Ali Aziz
CEO
Shopistan
Muzammil Baig
Digital Marketing Manager
IT Services Group
Usman Habib
Recruitment & Training Executive
ACS Synergy (Pvt) Ltd.
Aqib Irshad
Head of HR, Training & OD
FINCA
Zubair Anjum
Business Excellence Specialist
Nestle Pakistan
