Job Description – Wealth Partners Wealth Partners is required to provide comprehensive financial planning to help meet a variety of personal and business needs, including asset and income protection; investment and advisory services; trust services; education funding; retirement solutions; and estate planning. Through a holistic planning approach, Wealth Partners help clients identify and address financial security needs using a wide range of insurance and investment solutions, including life, disability, health, vehicle and long-term care insurance; annuities; trust services; mutual funds; and advisory products and services. A wealth partner is expected to perform the following tasks: 1. To do regular customer acquisition for financial products 2. To do lead generation activities to ensure that the customer acquisition targets are met. 3. To meet at least 2 new customers in a day in the initial phase. 4. Acquire and develop a customer base of 200 unique families 5. Sell Health Insurance, General Insurance, Life Insurance and Mutual Fund products to his/her 6. Provide loan solutions to its customers 7. Ensure that the complete financial portfolio of a family is acquired in due course of time. 8. Get him/herself trained and updated with the latest financial matters 9. Ensure quality advice to his customers Desired Skills & Experience Minimum Graduate Strong interpersonal and relationship building skills Keen to have career in financial services Likes sales and marketing job Quick learner – to get multiple financial certification Self driven and high goal orientation Minimum 3 years sales experience, preferably financial services background i.e. Life Insurance, banking, general insurance, broking, wealth management etc. Follows high ethical standards Entrepreneurial mindset Additional Information Posted: August 28, 2013 Position: Wealth Partner Type: Full-time Experience: Minimum 1-3 years Functions: Finance, Sales Industries: Financial Services
Posted on: Mon, 16 Sep 2013 08:44:13 +0000
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