Financial Advisor

Job description
The overall responsibility will be to grow the investment portfolio, life insurance, retirement schemes,medical business, both corporate and retail
Key tasks will include:
Growing the business against set targets both in new business and retention
Enhancing relationships with intermediaries and direct clients
Ensuring timely submission of quotations and tenders
Ensuring proper set up of new and renewed schemes
Assist in pricing of the various products and schemes
Advising on terms of cover to enable proper underwriting and claims processing
Coordinating presentations to scheme members eg. health talks, medical camps
Assisting in product development to ensure that our products are relevant

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