Insurance Financial Advisor
1 week ago
Company Description
At Ark Insurance, we are dedicated to protecting what matters most to our clients. Based in Cyprus, we specialize in delivering tailored insurance solutions for both individuals and businesses seeking comprehensive coverage. Our experienced team takes a personalized approach, ensuring each client's unique requirements are met with trust and transparency. As a customer-centric insurance brokerage, we strive to build long-term relationships while offering peace of mind through customized insurance strategies.
Role Description
We are seeking a full-time Insurance Financial Advisor to join our team in Larnaca. In this on-site role, the Insurance Financial Advisor will be responsible for consulting with clients to understand their financial and insurance needs, developing personalized insurance and financial plans, and advising on investment and retirement planning strategies. Additional responsibilities include client relationship management, staying updated on industry trends, and ensuring compliance with regulatory requirements.
Qualifications
- Proficiency in Financial Planning, Investments, and Retirement Planning
- Strong knowledge of Insurance and Finance principles
- Excellent communication and interpersonal skills to build and maintain client relationships
- Ability to assess clients' needs and create customized financial plans
- Bachelor's degree in Finance, Economics, Business, or a related field (preferred)
- Relevant certifications (e.g., CFP, CFA, or insurance-related qualifications) are a plus
- Proven experience in the financial or insurance industry is highly desirable
- Strong compliance and regulatory knowledge related to the insurance and financial sectors
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