Financial Planning Specialist
3 days ago
We are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at The Great Eastern Life Assurance Company Limited. As a key member of our sales team, you will be responsible for acquiring new customers, marketing and selling life insurance and other financial products, and providing exceptional customer service.
Key Responsibilities- Acquire new customers and grow your portfolio through effective sales and marketing strategies.
- Market and sell life insurance and other financial products to customers, ensuring compliance with regulatory requirements and company policies.
- Facilitate and support customers' purchase journey, providing personalized advice and guidance.
- Develop and implement financial plans to meet customers' protection, savings, and investment needs.
- Provide ongoing customer service and support, ensuring customer satisfaction and loyalty.
- Stay up-to-date with market trends, regulatory changes, and product developments to ensure you are always providing the best possible advice to customers.
- A recognized degree in any discipline.
- Strong interpersonal and communication skills, with the ability to work effectively with customers and colleagues.
- Entrepreneurial and self-motivated, with the ability to work independently in a fast-paced environment.
- Prior experience in financial services sales, with a proven track record of success.
- Successfully appointed under the Representative Notification Framework (RNF) and passed all Fit and Proper checks.
- High level of integrity, with a strong sense of accountability and a good attitude towards teamwork.
The Great Eastern Life Assurance Company Limited is a leading insurance company with a rich history dating back to 1908. We are committed to providing our customers with exceptional service and support, while also promoting a culture of integrity, initiative, and involvement among our employees.
We are proud to be a signatory to the United Nations (UN) Principles of Sustainable Insurance, and we are committed to making a positive impact on the environment and society through our business practices.
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