UAP a leading insurance company wishes to recruit experienced, dynamic, innovative and high caliber individuals to fill the positions of Sales Advisors.
Reporting to the Assistant Sales Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:
Duties and Responsibilities
Reporting to the Assistant Sales Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:
Duties and Responsibilities
- Prospecting for clients for the provision of insurance and investment services and products including unit trusts, life insurance, monthly investment plans, education plans, General insurance, Retirement planning, offshore products etc.
- Provide financial advice to clients according to their requirements and risk profile, as well as the performance of the specific portfolios
- Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
- Maintain a regular follow-up with clients to maintain a strong customer service.
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