Wealth Advisor

Softlogic Wealth
View Vacancy Summary
Colombo
Permanent
Posted 3 days ago
179 views
9 days left to apply
Top Rated LIVE
Job Description

Softlogic Wealth is seeking enthusiastic, motivated, and customer-focused individuals to join our team as Insurance Advisors. The successful candidates will help customers understand their financial protection needs, recommend suitable insurance solutions, and build long-term relationships while contributing to business growth.


This is an excellent opportunity for individuals looking to develop a rewarding career in financial planning, insurance sales, and customer relationship management.


Key Responsibilities

  • Identify and approach potential customers to promote insurance products.
  • Understand customers’ financial needs and recommend suitable insurance solutions.
  • Explain policy benefits, coverage, terms, and premium structures.
  • Generate leads and develop new business opportunities through networking and referrals.
  • Build and maintain strong relationships with customers.
  • Follow up on enquiries and achieve assigned sales targets.
  • Maintain accurate customer records and provide ongoing customer support.
  • Participate in training and comply with company policies and applicable insurance regulations.
What We're Looking For
  • Age between 25 and 45 years.
  • Male and female candidates are welcome.
  • Industry and non-industry candidates are welcome.
  • Experience in insurance, banking, finance, plantation, or other sales fields will be an added advantage.
Benefits & Perks

What We Offer

  • Attractive income with performance-based rewards.
  • Comprehensive training and development opportunities.
  • Career growth and advancement opportunities.
  • The opportunity to work with an established and trusted brand.
  • A supportive working environment.
  • The opportunity to make a positive impact on customers’ financial well-being.



Apply Now
Apply Now