
Strategic Insurance Portfolio Manager
2 weeks ago
Job Title: Investment Manager
We are seeking a seasoned Investment Manager to join our team. In this role, you will be responsible for managing and selling insurance products to clients through various channels.
- Develop new business opportunities through networking and referrals.
- Promote and sell insurance products to existing and potential customers.
- Achieve sales targets and contribute to the company's overall success.
About the Role
The Investment Manager will work closely with existing Relationship Managers to drive the insurance business, products, and strategies. You will assess clients' insurance needs, provide suitable recommendations, and explain insurance policies and coverage options clearly and effectively.
Key Responsibilities:
- Assess clients' insurance needs and provide suitable recommendations.
- Explain insurance policies and coverage options to clients.
- Sell insurance products to existing and potential customers.
- Achieve sales targets and contribute to the company's overall success.
Requirements:
To succeed in this role, you will need:
- Bachelor's degree in finance or a related field.
- Proven experience in sales, preferably in the banking or insurance industry.
- Strong knowledge of insurance products and services.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Benefits:
This is a full-time position, typically within standard office hours. The role may require occasional travel outside the present location to meet clients or attend training sessions. You will have the opportunity to develop your skills and expertise, share best practices with colleagues, and participate in ongoing training programs to stay current with industry trends and product knowledge.
Contact Us:
Please submit your application, including your resume and cover letter, to us. We look forward to hearing from you.
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