If you possess strong knowledge of the insurance and investment business and financial planning concepts.
If you’re a peoples’ person in field sales or have been a financial advisor.
If you have good computer, interpersonal and communication skills.
You are the one we are looking for.
As a Trust Life financial advisor, you attract, nurture, and grow relationships with our clients by adding value in the moments that matter to them. You provide your clients with proactive, professional financial advice in terms of insurance and investments on a need-based analysis helping their goals and key life events.
As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn about life insurance, proposing an investment strategy to finance their retirement or child’s education, your expertise should contribute to create meaningful and memorable client experiences.
What will you do?
Communicate with clients to learn about their needs and help them achieve their financial goals.
Provide professional advice and education on life/health insurance and investment products.
Collaborate with clients in financial planning, retirement planning, mortgages insurance, providing customized advice.
Leverage technology to deliver on client experience and drive sales and retention.
Proactively take ownership of solving client’s problems.
Implement contact and relationship building strategies, and support new client acquisition in local community.
Educate clients on various life/health insurance and investment plans as required.
Why work with us?
We offer work that challenges and makes a difference within a flexible and supportive environment, so you can help make decisions easier and lives better for our customers.
An inspiring and motivating team: We have great people for you to work with and learn from. Ours is not just a team because we work together. We are a team because we respect, trust, and care for each other.
A customer-centric culture: We believe in a customer-centric culture giving you the flexibility to ensure we always stand behind our services, doing what is the BEST for our customer.
Unmatched opportunities: We are always striving our best to create unmatched opportunities for career growth and development in the insurance and investment sector.
Better ways to do business:We are always looking to rethink our business model based on the fundamentals of economics and customer requirements.Apply to This Job