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.