Financial Advisors
Location | Kampala, Uganda |
Date Posted | February 28, 2020 |
Category |
Accounting
Audit Finance Insurance |
Job Type |
Full-time
|
Currency | UGX |
Description
Job Summary
Applications are invited from qualified persons for the above vacant position.
- Minimum Qualification: Diploma
- Experience Level: Mid level
- Experience Length: 2 years
Job Description
Roles and Duties of Financial Advisors.
Insurance Financial Advisors typically do the following:
• Prospecting - Call potential clients to expand their customer base
• Hold conversations with prospective clients to get data about their financial resources and advise on suitable cover.
• Explain the features and Benefits of various products to clients.
• Have face to face meetings with clients for needs-based discovery and thereafter close a sale.
• Servicing Clients and Relationship management
• Make sales presentations in companies
• Establish worksites for presentation, activation purpose.
• Customize insurance programs to suit individual clients
• Policy contracts delivery to clients.
• Maintain client’s records