We are looking for a result-driven insurance advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.Candidate profilePossess G.C.E A/L at a minimum. Having a degree or diploma in marketing would be an added advantage.Excellent communication skills, interpersonal skills &amp; having perseverance attitude will be requiredHaving a proven record of high-end client base will be a definite advantage.Excellent Computer literacy (MS word/Excel/PowerPoint) <ul><li>Meeting with clients.</li><li>Offering specialized financial guidance and advice.</li><li>Completing financial needs analyses.</li><li>Creating and explaining customized plans.</li><li>Analyzing clients' risk.</li><li>Encouraging clients to invest in the future.</li></ul>

Financial Advisor

jobpost

This is a full-time on-site role for an Insurance Team Leader located in Colombo. The Insurance Team Leader will be responsible for managing the performance and development of Insurance Advisors, ensuring excellent customer service, driving sales, and ensuring compliance with regulatory and internal policies and procedures. Qualifications <ul><li>Experience in Finance and Insurance</li><li>Proven ability to manage and develop a team</li><li>Strong customer service skills and customer-centric mindset</li><li>Ability to drive sales and meet performance targets</li><li>Excellent communication and interpersonal skills</li><li>Knowledge of regulatory and compliance requirements for the insurance industry in Sri Lanka</li><li>Bachelor's degree in Business Administration, Finance, Economics, or related field</li><li>Professional qualifications in insurance or risk management are a plus</li></ul>