Job Location | Dubai, United Arab Emirates |
Education | Not Mentioned |
Salary | Not Mentioned |
Industry | Financial Services; Insurance & TPA |
Functional Area | Not Mentioned |
Your job is to help people remain financially well prepared for all events in life - whether certain or uncertain.You will assist them in building up savings for definite objectives like university education of children, pension planning, buying a house etc and you will insulate all their goals from the vagaries of life.Your day-to-day functions include: Finding out names and contact details of people who could need our services, doing a preliminary research about them, reach out to them, fix appointments for face-to-face or virtual meetings, build rapport, make a presentation introducing your company and services, do a thorough fact-finding by asking the right questions using a digital adviser tool, help them identify and quantify their needs, understanding their priorities risk profile and budget, using state-of-the-art technology in capturing all the facts, generating solutions that will address their needs, helping them buy insurance. savings and investment products through a consultative sales approach, providing life-long after-sales service, conducting periodical review meetings, expanding your clients base by seeking referrals from your clients as well as cold-calling, networking and relationship building
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