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Financial Consultant Dubai
4 weeks ago
Be customer service centricBe people focusedBe great at planningBe good at negotiatingBe great at networkingBe a good communicatorHave good time management skillsBe a problem solverHave impeccable integrityHave excellent financial awarenessBe results drivenBe good at business developmentBe focused on sales cultureBe ethicalHave good judgementHave sound financial insight
RESPONSIBILITIES:
Prospects, develops, and closes new business clientsRemain abreast of market, industry, and regulatory developments and develop a personal network to increase knowledgeArrange client meetings and attend when requiredResolve any escalated complaints and disputes that arise and manage good levels of client serviceContact clients and arrange in-depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goalsKeep up-to-date files relating to dealings with customers.Identify clients' insurance and financial needs and offer advice on how best they can achieve these needsIncrease short- and long-term persistency of the company book of policiesArrange regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met.Contact customers to make them aware of new financial and insurance products or changes to legislation that may affect their existing financial plansMake customers, both existing and new, aware of the range of general insurance products that the company has available to address their needsEnsure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.Analyze information and prepare plans best suited to individual clients' requirements.Research the marketplace and provide clients with information on new and existing products and services.Liaise with head office and financial services providers.Communicate with other professionals, such as estate agents, solicitors, and accountants.
EDUCATION:
Degree holder and ideally UK CISI Diploma Level 4 qualified, or studying towards.2-3 years of experience in an independent financial advisory capacity / BrokerageChartered Insurance Institute qualifications would be a distinct advantage
THE COMPANY OFFERS:
They provide security and career opportunities with unlimited income and fully funded back office supportVisa sponsorship, medical, and life cover are provided.This role also has on offer the opportunity to attend in-house training to become certified with the UK's Chartered Insurance Institute at no cost to the successful candidate.Continuous personal development facilitated by our Training and Development Team.Attractive sales incentives including international conventions are just some of the additional rewards available.
TO BE CONSIDERED, YOU WILL NEED TO HAVE:
A persistent desire to succeedRelationship and networking abilityA customer-centric attitudeA flexible working styleAn existing client bank (preferable but not essential)
Please note: This position would typically suit experienced investment advisory candidates. Experience working in the international wealth management or insurance business is preferred. This position is NOT for someone from the accounting/auditing or financial management or any other profession. This is a client-facing, sales and targets-driven profession leading from the front. Please only apply if you have the required experience and credentials.#J-18808-Ljbffr