Client Relationship Officer (Insurance Advisor)

Client Relationship Officer (Insurance Advisor)

**Job Overview**: We are looking for a result-driven Client Relationship Officer for our Insurance Advisory Vertical to be responsible for providing financial advice to clients regarding car, travel and health Insurance. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.

**Responsibilities**:

- Meeting with clients.
- Offering specialized financial guidance and advice.
- Completing financial needs analysis.
- Creating and explaining customized plans.
- Utilizing knowledge of tax investment strategies.
- Assessing clients' financial portfolios.






- Analyzing clients' risk. -Encouraging clients to invest in the future.

**Insurance Advisor Requirements**:

- Bachelor’s degree in finance or similar.
- Strong verbal and written communication skills.
- A professional appearance.
- On-going training in the latest products and benefits
- 1-2 years of experience as an Insurance Advisor.
- Must be available in Dubai.

Pay: AED3,000.00 - AED5,000.00 per month

Application Question(s):

- What are your Salary Expectations in AED?
- Please mention your current Visa Status.

▶️ Client Relationship Officer (Insurance Advisor)
🖊️ Clicks2compare
📍 Dubai