Financial Services Associate
4 weeks ago
KeyResponsibilities:
- Identify andsolicit potential clients for insurance products and financialservices.
- Educate clients on various insuranceoptions including life health property and casualtyinsurance.
- Analyze clients financial situationsand provide appropriaterecommendations.
- Promote and sell insurancepolicies and other financial products to meet clientsneeds.
- Develop and maintain clientrelationships through effective communication and excellentcustomer service.
- Assist clients in claimsprocesses and provide support during policyrenewals.
- Collaborate with the sales team toachieve sales targets and contribute to businessgrowth.
- Prepare and present financial planningproposals to clients.
- Maintain uptodateknowledge of insurance products industry trends and regulatoryrequirements.
- Participate in networking eventsand community outreach activities to expand the clientbase.
RequiredQualifications:
- Bachelors degree inFinance Business or related field.
- Experiencein insurance sales (e.g. Life and Health InsuranceLicense).
- Proven experience in insurance salesand financial services preferably in a customerfacingrole.
- Strong understanding of insuranceproducts investment options and financialplanning.
- Excellent sales and negotiationskills with a customerfocused approach.
- Abilityto assess clients financial needs and provide suitablerecommendations.
- Proficiency in CRM softwareMicrosoft Office and financial analysistools.
- Outstanding communication andinterpersonal abilities to build trusting relationships withclients.
- Capability to work independently andas part of a collaborative team.
- Adherence toethical and professional standards in the finance and insuranceindustry.
sales,insurance,finance,customerservice,communication
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