Job brief
We are looking for a competitive Financial Consultant 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.
Objective 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 and skills
- Minimum Diploma or Degree
- Proven working experience as a Financial Consultant or relevant experience
- Familiarity with all types of insurance 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
