Insurance Advisor Jobs In Dubai UAE 2023 | Caliberly

4 weeks ago


Dubai, United Arab Emirates Caliberly Full time
Insurance Advisor Jobs In Dubai UAE | CaliberlyFor More Top Organization Jobs ClickWe are looking for result-driven wealth/insurance advisor to be responsible for for providing financial advices to HNI clients on wealth and insurance products. The wealth advisor will generate leads, meet with HNI clients, complete a financial needs analysis and present them with customized financial proposal to close sales.Responsibilities:

Meeting with clients.Offering specialized financial guidance and advice.Completing financial needs analyses.Creating and explaining customized plans.Utilizing knowledge of tax investment strategies.Assessing clients’ financial portfolios.Analyzing clients’ risk. -Encouraging clients to invest in the future.

Requirements:

Bachelor’s degree in finance or similar.A license issued by the state board.CFP certification preferred.Strong verbal and written communication skills.A professional appearance.On-going training in the latest products and benefits.Attendance at product launches and seminars.Compliance according to state regulations and policies.

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