- Has 2 or more years of work experience in UAE.
- Freshers are welcome but should be well-connected.
- School recor's degree Attested.
- Has 2 years of experience in sales.
- Experience in insurance is plus but optional.
- Have their own laptop.
Duties and responsibilities
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts.
- Moving money from accounts per industry and federal regulations.
- Performing market research to stay current with financial trends.
- Preparing financial doents, such as income projections and investment reports.
- Maintaining compliance with all rules and regulations in the financial industry.
- Identifying and pursuing potential clients to maintain a strong client base.
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