• Email: jon@intropls.com
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Client Advisor

IntroPls (Island wide)

Type

Full Time

Category
Sales / Customer Service / Business Development
Salary Range

Permanent basic salary + attractive monthly + quarterly sales incentives

Location

Island Wide

Working Days

N/A

Working Time

N/A

Responsibilities

Client Advisers Are Situated In The Forefront Client Advisory Centres. This Is A Key Part Of Our Multi Channel Distribution Strategy And Provide Our Customers With Direct Financial Advisory And Comprehensive Suite Of Insurance Services.

As A Client Adviser, You Will Be Reporting To The Centre Manager And Contribute To Sales Results By Conducting Quality Financial Needs Analysis With The Customers And Advising Them On Achieving Their Financial Goals. You Will Enjoy Strong Support As Well As Autonomy For You To Achieve Success.

Provide Financial Advice With Proper Understanding Of The Customers' Profiles And Review Of Customers' Financial Goals

Maintain Long Lasting Relationships With Both Existing And Potential Customers

Capitalize On Sales Opportunities Via Customer Events, Financial Reviews And Branch Engagement Activities

Proactively Acting On Customer Leads From Our Database And Setting Up Appointments With Potential Customers

Ensure Sales Conversion By Capitalizing On Referrals From Branch Services Colleagues

Attend To Enquiries From Walk In Customers

Skills

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REFERRAL REWARD:
$ 10
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REFERRAL REWARD:
$ 10
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