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Tue 2021-08-31 10:31 AM
Insurance Advisor Job Description Template
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.
To be successful as an insurance advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.
Insurance Advisor Responsibilities:
Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients’ financial portfolios.
Analyzing clients’ risk.
Encouraging clients to invest in the future.
Insurance Advisor Requirements:
Sales experience preferbely in insurance or banking
Strong verbal and written communication skills.
A professional appearance.
Compliance according to state regulations and policies.
NEXUS Group – Nexus Insurance Brokers / Nexus Financial Services are the largest financial advisors in the GCC and one of the largest in Singapore offering a composite suite of insurance, savings and investment products to both corporate and individual clients from a range of international and domestic product providers.
As qualified professionals, Nexus is a company you can trust and as an independent organisation, free from ties to a particular product provider, we can meet those needs with carefully selected solutions from the world’s foremost financial services and insurance companies, including insurance companies in the UAE.
Nexus has over 550 qualified professional consultants and is actively supported by over 160 dedicated and qualified management and support staff globally offering a broad range of licensed products from regulated providers. The company was established in 2006 by Mahmoud Nodjoumi, founder and chairman, through a management buy-out of the distribution arm of Zurich International Life in the Middle East which had been established in the region since 1989. With over twenty five years’ experience in the GCC (Gulf Cooperation Council), Nexus operations are located in Dubai, Abu Dhabi, Qatar, the Kingdom of Bahrain and Kuwait to underpin a professional and quality level of service to our clients.
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