Client Financial Advisor
- Port Louis
- Negotiable
- Permanent
- Added 22/08/2017
- Closing 18/09/2017
Adecco is an International HR and Consultancy firm.
Our client, in the insurance sector, is looking for a Client Financial Advisor.
Our client, in the insurance sector, is looking for a Client Financial Advisor.
The successful candidate will be responsible to add value to client’s life by delivering personalized insurance solutions to help them work towards their long-term financial goals.
Main responsibilities:
- Developing and deepening client relationships.
- Meeting clients to understand their needs and demands.
- Preparing financial plans with a mix of short and long-term investments.
- Providing periodic updates on the performance of investment portfolios.
- Customizing insurance programs to suit individual customers.
- Seeking out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Any other cognate duties.
Qualifications:
- Minimum Higher School Certificate or equivalent.
- Holder of a CII qualification will have a definite advantage.
- Have at least 2 years’ working experience in Sales & Marketing.
Candidate profile:
- Computer literate, with a good knowledge of Word and Excel.
- Have an outgoing personality with good communication and selling skills.
- Ability to deliver results.
- Be Innovative, autonomous and a self-motivated team player.
- Holder of a clean driving license.