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Client Financial Advisor

  • Port Louis
  • Negotiable
  • Permanent
  • Added 22/08/2017 
  • Closing 18/09/2017
  • Adecco

Description

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.

Adecco Mauritius

Adecco Mauritius

 

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