Insurance Sales Agent

Job Description

We are seeking a motivated Insurance Sales Agent to provide expert pension advice and guidance to clients. You will play a vital role in ensuring compliance with regulations and helping clients make informed decisions about their pension strategies.

Responsibilities

• Actively engage with clients to understand their retirement goals.
• Provide ongoing support throughout the pension enrollment process.
• Conduct regular reviews of client pension plans.
• Educate clients on pension options and potential risks.
• Ensure timely follow-up on client inquiries and concerns.
• Collaborate with the marketing team to promote services effectively.
• Participate in training and development programs to enhance skills.

Requirements

Education

• Bachelor's degree in Finance or related field

Experience

• 5 years of experience in pension advice and guidance

Technical Skills

• Analytical Skills
• Regulatory Knowledge

Soft Skills

• Attention to Detail
• Team Collaboration

Certifications

• Certification in Wealth Management

Languages

• English: Fluent

Advantageous

• Proficiency in financial modelling tools: Experience in using financial modelling tools to project client outcomes.
• Certification in risk management: Additional qualifications in risk management related to retirement plans.

Benefits

• Comprehensive health insurance
• 401(k) plan with company match
• Ongoing training and career advancement
• Work-life balance initiatives

Company Culture

• Innovation Driven: We embrace change and encourage innovative thinking to stay ahead in the industry.
• Inclusivity: Our workplace is diverse and inclusive, welcoming contributions from all backgrounds.
• Work-Life Balance: We prioritize work-life balance to ensure our employees lead fulfilling lives both inside and outside of work.