Life Insurance Advisor
Job Summary
This role involves building strong client relationships and networking through multiple channels. You will assess clients' financial needs and develop appropriate plans, budgets, and financial products. Additionally, you are responsible for maintaining updated industry knowledge and providing excellent after-sales service.
Responsibilities
- Manage and retain client relationships
- Develop financial plans and budgets
- Identify and approach prospective clients
- Provide sales and after-sales support
Required Skills
- Strong communication and interpersonal skills
- High self-motivation
- Customer-oriented attitude
- Experience in sales or financial advisory
Job Details
Responsibilities:
- Build strong relationships to retain existing clients. 与现有客户建立良好关系。
- Build client based and networking through multi channel. 通过多渠道建立客户端
- Help clients implement their plans and carry out transactions. 帮助客户实施他们的计划并进行交易。
- Understand clients' current financial status and future financial needs. 了解客户当前的财务状况和未来的财务需求。
- Develop sound plans and budgets for clients. 为客户制定合理的计划和预算。
- Continuous update on clients' changing needs. 不断更新客户不断变化的需求。
- Present and sell suitable financial products and services. 提供和销售合适的金融产品和服务。
- Find and approach prospective clients. 寻找并接近潜在客户。
- Maintain updated knowledge of regulations, practices and financial products. 保持有关法规，实践和金融产品的最新知识。
- Maintain good recording of sales, and after sales. 保持良好的销售记录和售后服务。
Requirements:
- Good communication and interpersonal skills. 良好的沟通和人际交往能力
- A team player and highly self motivated. 团队合作精神，高度自我激励
- Enjoy fast-paced and highly rewarding setting. 喜欢快节奏和高回报的环境
- Good ethics, with a customer-oriented attitude. 良好的道德规范，以客户为导向的态度。
- Experience as financial advisor or similar role; experience in sales or customer service. 具有财务顾问或类似角色的经验; 销售或客户服务经验