Unit Manager

By Live Lover -
Our client a leading insurance that offers investment management services to both Retirement Benefits Funds and to other body corporate is looking to grow its team by recruiting an energetic and very ready to work Unit Manager.
Key Responsibilities
  • Leading a team of agents, grow and recruit more team members.
  • Train, motivate and help the agents with production.
  • Preparation of weekly and monthly targets, reviews, activities, etc.
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
  • Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
  • Analyzing information and preparing plans best suited to individual clients' requirements;
  • Researching the marketplace and providing clients with information on new and existing products and services;
  • Researching information from various sources, including providers of financial products;
  • Promoting and selling financial products to meet given or negotiated sales targets;
  • Negotiating with clients for the best possible rates;
  • Liaising with other professionals, market research and intelligence
  • Keeping up to date with financial products and legislation;
  • Contacting clients with news of new products or changes to legislation that may affect their savings and investments;
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Desired Qualifications & Experience

  • Must have strong education background in insurance industry with 3-4 years of experience in the same.
  • Education background with experience in Sales and marketing also encouraged.
  • Must have working experience as a financial advisor.
  • Team player, with good interpersonal skills.

To apply, send your CV and cover letter only to vacancies@flexi-personnel.com before 27th February, 2014. Clearly indicate the position applied for and the minimum salary expectation on the subject line.

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