Prospecting for clients for the provision of insurance and investment services Product presentations Customer Service
Provide financial advice to clients according to their requirements
Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products. Maintain a regular follow-up with clients to maintain a strong customer service
Requirements & Skills
Qualifications:
Excellent client service, communication, presentation, organization Computer skills. Degree/ Diploma Qualification is added advantage. Must be flexible and ready to work under minimal or no supervision
Minimum Qualification Requirements
College
Minimum Experience
1 year
Looking for aggressive, disciplined and energetic sales representatives to prospect for clients as they provide financial advise and guidance with regards to insurance products.
