Financial Advisor

• To act at all times with due skill, care diligence and integrity by working to the highest standards of business ethics by observing appropriate standards of market conduct and company policies at all times in the carrying out duties as mentioned in this schedule.

• To provide sales and technical support to Personal Bankers on product details, Business Illustration Forms, Policies, etc. Also to support Personal Banker when prospects have unique requirements that cannot be met by the available packages, such as requiring complex savings plans or detailed advice, or with loan debt obligations elsewhere, and needing protection.

• To act as the link between bank staff and the Company, in terms of collecting completed proposals forms, proofs of initial contribution payments and submitting them to the company.

• To be responsible for the Company's stands in Bank Branches and replenishment of brochures, corporate profiles, proposal and Business Illustration Forms, by monitoring branch supplies and requesting supplies from Marketing Department.

• To monitor and follow up Personal Bankers activities related to approaching prospects to arrange for meetings and selling takaful life insurance to these prospects and be responsible for the weekly, monthly, and annual activity reporting required by the Company, for the assigned bank branches.

• Each Financial Advisor will be responsible for supporting a number of bank Branches and will divide their time and effort between these branches appropriately.

Job Details

Date Posted:	2013-09-01
Job Location:	Muscat, Oman
Job Role:	Sales
Company Industry:	Insurance; Financial Services

Preferred Candidate

Career Level:	Entry Level
Nationality:	Oman

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Date Posted: September 01, 2013 at 08:41AM

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Financial Advisor