Insurance Advisor Jobs In Dubai UAE 2023 - Caliberly

    Caliberly
    Caliberly Dubai, United Arab Emirates

    Found in: Talent AE 2A C2 - 1 week ago

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    Description

    Insurance Advisor Jobs In Dubai UAE | CaliberlyFor More Top Organization Jobs ClickWe are looking for result-driven wealth/insurance advisor to be responsible for for providing financial advices to HNI clients on wealth and insurance products.

    The wealth advisor will generate leads, meet with HNI clients, complete a financial needs analysis and present them with customized financial proposal to close sales.


    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.


    Requirements:
    Bachelor's degree in finance or similar.
    A license issued by the state board.
    CFP certification preferred.
    Strong verbal and written communication skills.
    A professional appearance.
    On-going training in the latest products and benefits.
    Attendance at product launches and seminars.
    Compliance according to state regulations and policies.

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