Candidate Requirements

Key Responsibilities

• Provide professional financial advice and solutions tailored to client needs
• Acquire, maintain, and grow a portfolio of clients through prospecting and networking
• Conduct needs analysis to ensure appropriate product recommendations
• Promote and sell insurance, investment, and related financial products
• Deliver excellent after-sales service and ongoing client support
• Maintain compliance with FAIS, company policies, and regulatory standards
• Achieve monthly and annual sales targets
• Keep up to date with industry trends, products, and regulatory changes

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Key Attributes

• Results-oriented and proactive
• Strong ethical standards and integrity
• Passion for helping clients achieve financial security
• Adaptability in a fast-changing financial services environment