conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise
conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise
building; Identify the primary financial and emotional needs of the potential client by asking open ended questions potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business Update the client
building; Identify the primary financial and emotional needs of the potential client by asking open ended questions potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business Update the client
works well in a team. Can handle a large workload. Needs to well-spoken and able to communicate clearly and
portfolio of brands catering to various consumer needs.
This role reports to the Head of Management
Create understanding of the real versus perceived need through experience and expertise while complying to requests for service and identifying client needs promptly and proactively Negotiate and drive deal convincing arguments that take into account the needs of all parties Negotiate pricing and financial arrangements
Create understanding of the real versus perceived need through experience and expertise while complying to requests for service and identifying client needs promptly and proactively Negotiate and drive deal convincing arguments that take into account the needs of all parties Negotiate pricing and financial arrangements
contribute to value-add projects, and support business needs.
Job Experience and Skills