Financial Advisor - Life Insurance

About the role

JN Life Insurance Company Limited, a subsidiary of The Jamaica National Group, offers life insurance solutions to homeowners, micro-financing clients and employers. It is hiring a full-time, on-site Financial Advisor based in Kingston, Jamaica. The advisor meets with clients to assess their financial goals and risk tolerance and recommends life insurance, savings and investment solutions.

Key responsibilities

• Prepare financial plans and explain product options to clients
• Conduct needs analyses and maintain accurate client records
• Prospect and build a client portfolio, follow up on leads and provide ongoing advisory support
• Keep clients' plans aligned with their life stages and objectives
• Collaborate with internal teams to stay informed about new products, regulatory requirements and market trends

Required profile

• Experience in financial advisory, including assessing client needs and giving clear, objective guidance
• Proven ability to work in a target-driven environment and manage a client portfolio
• Diploma or degree in Finance, Economics, Business or a related field preferred; relevant certifications are an advantage
• Familiarity with life insurance products and local financial regulations is an asset

Required skills

• Financial planning and retirement planning
• Knowledge of finance and investments
• Analytical and numeracy skills
• Excellent communication and interpersonal skills