Description

• Assist clients in selecting appropriate insurance policies based on their financial needs.
• Evaluate clients' financial records and provide insights on insurance options.
• Maintain detailed records of client interactions and policy changes.
• Conduct market research to remain informed about new financial and insurance products.
• Support the team with administrative tasks related to client accounts and policies.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
• Experience Level: 1–3 years of experience in financial services or insurance
• Skills and Competencies: Strong analytical skills and attention to detail
• Qualities and Traits: Excellent communication and interpersonal skills
• Responsibilities and Duties: Ability to work under pressure and manage multiple priorities
• Working Conditions: Office-based role with occasional client visits