- North West Remote
- Salary: Market Related
- Commission: 100%
- Job Type: Permanent
- Sectors: Insurance Sales Consulting
- Reference: 2188813
Vacancy Details
Employer: IWCP
Responsibilities:
- Contact clients to discuss their financial goals and offer them financial services.
- Design debt liquidation plans which consist of the time frame and priority of payoff
- Interact with clients to determine their financial objectives, earnings, and expenditure to design appropriate financial plan.
- Proffer recommendations on cash management, investment choice, and insurance coverage.
- Carry out assessments to determine the net worth and financial status of an individual or company.
- Conduct market research to obtain information useful in providing effective financial services.
- Handle client complaints and assist with the resolution of financial issues.
- Conduct review of clients’ financial performance to determine the need for plan adjustment.
- Provide sales offers for financial products such as stocks, bonds, mutual funds, and insurance policies.
- Contact clients’ creditors to arrange a payment plan suitable for both parties.
- Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand client’s financial objectives.
- Recommend or help clients select suitable investments.
- Conduct negotiations with product suppliers to reach favorable price bargain.
- Evaluate funds required to provide students grants for education.
- Organize seminars on financial planning topics such as retirement planning and investment.
Required Skills
- Presentations: 1 to 2 years
- Sales: 1 to 2 years
- Analytic Skills: 1 to 2 years
- Financial Skills: 1 to 2 years
Candidate Requirements
- Grade 12 minimum, tertiary qualification will be advantageous.
- Clear credit record, with no criminal record
- Entrepreneurial mind-set (must be able to work independently)
- Exceptional Interpersonal skills
- An establishment of client network
- Tenacity
- Effective planning, organizing and time management skills.
Requirements:
Further to meeting all the minimum requirements, the following criteria would be essential:
6 people have applied for this job. 382 people have viewed this job.
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