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Financial Advisor Job. Moto Hope Micro Lending

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Moto Hope Micro Lending’s insurance agency (A Call Away, ACA Insurance) wishes to recruit experienced, dynamic, innovative and high caliber individuals to fill the positions of Financial Advisors. The individuals will report to the Sales Manager and will operate in a highly competitive and dynamic environment.

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, 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.
  • Attend prospect and client meetings to make presentations and oversee follow up.
  • Identifying opportunities for product development.
  • Any other duties as may be assigned from time to time

Qualifications

  • Certificate/Diploma in any field (a business related field is an added advantage) from a recognized institution.
  • Successful track record of selling in the financial services sector, teaching or any other relevant profession.
  • Prior experience in selling insurance will be a definite advantage.
  • Highly networked and adept at connecting with people.
  • Results oriented and able to work under strict deadlines to meet sales targets.
  • Ability to thrive in a high-pressure, fast-paced environment with minimum supervision.
  • Excellent Negotiation and communication skills.
  • Experience in working with targets and strict deadlines.
  • Good planning, analytical and monitoring skills.

Note

  • This position is strictly commission based. Only shortlisted candidates will be contacted.

How to Apply

Send your CV and cover letter including day-time contacts to: [email protected] Highlight the position title and the branch of MHML you would like to work in on the subject line of your email.

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