Financial Advisor
About this role
Fortis Global Insurance Plc is seeking a motivated Financial Advisor to provide clients with suitable insurance, savings, investment, retirement, and financial protection solutions while driving business growth.
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Key Responsibilities
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Assess clients’ financial needs, goals, and risk profiles.
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Recommend and explain suitable financial and insurance products.
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Generate new business through prospecting, referrals, networking, and marketing.
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Build and maintain strong client relationships.
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Follow up on leads and convert prospects into clients.
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Provide after-sales service and maintain accurate client records.
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Meet monthly and annual sales targets.
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Ensure transactions comply with company policies and regulatory requirements.
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Participate in training and business development activities.
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Requirements
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