Insurance Investment Advisors

  • Full Time
  • Lusaka

Sahara Assurance

ob Title: Insurance Investment Advisors

Company : Sahara Assurance

A reputed GCC-wide represented insurance brokerage company, based , seeks experienced and talented Insurance Sales Advisors for their life and investments division. Attractive remuneration package and benefits offered.

Duties:

Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.

Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.

Determines clients’ particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.

Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

Obtains underwriting approval by completing application for coverage.

Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.

Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.

Provides death benefits by delivering policy proceeds; reassessing client needs.

Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Deadline: 28th/ 05/ 2024

Interested candidates should send their CVs

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