Your job is to help people remain financially well-prepared for all events in life.
You will help them build up savings in a systematic manner for specific goals like University Education of Children, Buying a house, Marriage Expenses, Retirement etc.. You will provide them and their families financial security against the uncertainties in life.
Your Functions:
Your daily activities will include: Finding out names and contact details of people who could need our services, Doing a preliminary research about them, Reach out to them, Fixing appointments for meetings, Build rapport, Introduce our company and services to them, Do a thorough fact-find by asking the right questions using a state-of-the-art Digital Adviser Tool, Help them analyze and quantify their goals, Understanding their priorities, risk profile and budget, Capturing the information digitally, Explaining the solution recommended by the Digital Adviser, Helping the client buy Insurance, Savings or Investment products using a consultative sales approach, Providing a life-long after-sales service, Conduct periodical review meetings, Expand the client base continuously by seeking referrals from clients as well as cold-calling, networking and relationship building.