FINANCIAL AND INSURANCE CONSULTANT – MEGA BROKERS

831

Mega Brokers is a company that provides customers with insurance and financial products in Greece. The company was founded in 1989 and it offers its services to more than 240.000 customers. We have presence in Athens, Thessaloniki and Patra and our vision is to expand both in the Greek and European market. Cooperating with various Insurance companies, we aim to deliver high-quality services and products that add value to the life of our customers.

Our values are the beating heart of our business: Credibility, determination and stability. We focus on our customers’ needs and we offer them the best solutions to help them secure their future.

Job Duties:

  • Establishes strong sales relationships with clients and identifies new business opportunities.
  • Visits clients and assesses their financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning and by evaluating risk tolerance.
  • Develops financial strategies by guiding clients to establish financial goals by matching them to their situation with appropriate financial plans.
  • Obtains clients’ commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns andanswering questions.
  • Monitors clients’ financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies and recommending changes in goals and plans.
  • Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks and participating in professional organizations.

Skills and Qualifications:

  • Bachelor/Master’s degree
  • Strong communication skills
  • Previous experience in sales or finance will be an asset
  • Financial Planning and Strategy
  • Sales-oriented
  • Customer Service
  • Leadership skills

What we offer:

  • Strong renumeration package
  • Βonus scheme
  • Career development in managerial and sales positions
  • Worldwide travelling
  • Continuous training

 

Join US and reach your potential!

Please send your CV to the following email: ebraimi@megainsurance.gr