Sales Advisor

The Offer

• Join a market leader within Insurance
• Leadership Role
• Attractive Salary & Benefits

The Job

You will be responsible for :

• Partnering with the client relationship managers to provide timely and relevant investment advisory services to clients.
• Analysing clients' risk appetite, investment preferences and return expectations and proposing investment solutions accordingly.
• Analysing investment portfolios to determine asset re-allocation opportunities.
• Developing, reviewing, and making recommendations for changes in investment policies based on market conditions.
• Complying with internal guidelines and regulatory requirements.
• Identifying opportunities for new business development through following up on leads and conducting research on target clients.
• New business generation by meeting potential clients to understand needs and providing relevant solutions.
• Managing the sales process to close new business opportunities.
• Building strong relationships with the existing portfolio of clients.
• Meeting and exceeding weekly and monthly activity and revenue targets.

The Profile

• You have at least 1 year experience within a B2B Sales / Account Executive or Investment Advisor role, ideally within the Insurance industry.
• You are a strong mentor and coach who can build high performing teams
• You are highly goal driven and work well in fast paced environments
• You are a strong networker & relationship builder

The Employer

Our client is one of the oldest and most strongly capitalized life insurance companies in the world, has acquired a majority stake in Life Assurance, giving rise to a new company