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Client Adviser
2 weeks ago
About the role
As a Client Adviser at Income Insurance Limited, you will play a vital role in providing personalised financial advice and support to our valued customers. This full-time position offers you the opportunity to build lasting relationships with clients and contribute to the ongoing success of our company.
What you'll be doing
Proactively engage with clients to understand their unique financial goals and needs
Provide comprehensive financial advice and solutions tailored to each client's circumstances
Process new applications and policy changes efficiently and accurately
Maintain detailed client records and documentation
Collaborate with internal teams to deliver exceptional customer service
Continuously expand your knowledge of financial products and regulations
What we're looking for
Have obtained at least a polytechnic diploma or degree in any field
Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
Excellent problem-solving and analytical skills to identify the right financial solutions
Ability to work independently and as part of a team
Familiarity with financial products and regulations, or a willingness to learn
CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
What we offer
At Income Insurance Limited, we are committed to providing a rewarding and fulfilling work environment for our employees. As a Client Adviser, you can expect:
Competitive salary and performance-based bonuses
Ongoing training and development opportunities
Comprehensive health and wellness benefits
Flexible work arrangements to support work-life balance
A collaborative and supportive team culture
About us
Income Insurance Limited is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer service and innovation, we have built a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.
Apply now to become our next Client Adviser
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