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- Tasks: Help clients achieve their financial goals through tailored insurance and investment solutions.
- Company: Join a leading independent financial services broker with over 22 years in the Gulf region.
- Benefits: Enjoy visa sponsorship, medical cover, and unlimited income potential with full back office support.
- Why this job: Be part of a dynamic team in a well-regulated market, making a real impact on clients' lives.
- Qualifications: Must have UK level 4 CISI qualifications and experience in financial advisory or brokerage.
- Other info: Opportunity for continuous personal development and attractive sales incentives, including international conventions.
The predicted salary is between 43200 - 58800 £ per year.
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Join to apply for the Financial Sales Consultant Qatar role at International Financial Advisor Jobs
Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region. If you are NOT a financial services investment and/or insurance sales person, then this is not for you and please don’t apply.
They continue to expand in Qatar, where they have been established since 2008. Qatar is a well-regulated market lending itself to a professional approach to financial advice and service.
As a well-established Insurance Brokerage, their client bank reflects Qatar’s population, as does our team of established Financial Consultants – they serve clients in every community.
Operating from our prestigious offices in West Bay, you will offer a full range of life insurance, savings and investment products to our clients, new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first-class administration team.
They are looking for experienced financial services advisers and consultants, ideally already operating in the Qatar market, although they are prepared to help you to relocate to Qatar. You will speak English fluently and be able to mix in a variety of social settings.
Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solution for each customer.
They Are Looking For
- Experienced financial services advisers and consultants with UK CISI level 4 qualifications as its a regulated environment.
- Ideally already operating in the Qatar market, although we are prepared to help you to relocate to Qatar.
- You will speak English fluently and be able to mix in a variety of social settings.
Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solution for each customer.
Required Skills
The candidate we are looking for will be driven and want to grow with the company. They will also be an excellent and confident communicator with a positive attitude along with the ability to work on own initiative. Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks. Over and above all you must:
- Be customer service centric
- Be people focused
- Be great at planning
- Be good at negotiating
- Be great at networking
- Be a good communicator
- Have good time management skills
- Be a problem solver
- Have impeccable integrity
- Have excellent financial awareness
- Be results driven
- Be good at business Development
- Be focused on sales culture
- Be Ethical
- Have good judgement
- Have sound financial insight
Responsibilities
- Prospects, develops and closes new business clients
- Remain abreast of market, industry and regulatory developments and develops a personal network to increase knowledge
- Arrange Client meetings and attend when required
- Resolve any escalated complaints and disputes that arise and manage good levels of client service
- Contacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goals
- Keep up to date files relating to dealings with customer.
- Identify Client’s insurance and financial needs and offer advice and how best they can achieve these needs
- Increase short-and long-term persistency of the company book of policies
- Arranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.
- Contacting customers to make them aware of new financial and insurance products or changes to legislations that may affect their existing financial plans
- Making customers both existing and new of the range of general insurance products that the company has available to address their needs
- Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.
- Analyzing information and preparing plans best suited to individual clients’ requirements.
- Researching the marketplace and providing clients with information on new and existing products and services.
- Liaising with head office and financial services providers.
- Communicating with other professionals, such as estate agents, solicitors and accountants.
Education
- Chartered Insurance Institute qualifications would be a distinct advantage
- 2-3 Years of experience in an independent financial advisory capacity / Brokerage
The Company Offers
- They provide security and career opportunities with unlimited income and fully funded back office support
- Visa sponsorship, medical and Life cover are provided.
- This role also has on offer the opportunity to attend in house training to become certified with the UKs Chartered Insurance Institute at no cost to the successful candidate.
- Continuous personal development facilitated by our Training and Development Team.
- Attractive sales incentives including international conventions are just some of the additional rewards available.
To Be Considered, You Will Need To Have
- a UK level 4 CISI Investment Advisor Diploma
- A persistent desire to succeed
- Relationship and networking ability
- A customer centric attitude
- A flexible working style
- An existing client bank (preferable but not essential)
Please note: This position would ideally suit experienced and qualified UK level 4 investment advisory candidates, as is required but the local regulator. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for experienced financial advisors. Please only apply if you have the required wealth management and/or insurance experience.
Tagged as: advisor, commercial insurance, Finance Jobs, financial, FInancial Adviser Careers, Financial Advisor, Financial Consultant, IFA, IFA Career, IFA Consultant, IFA Jobs, insurance advisor, insurance consultant, International IFA, Investment Advisor Jobs, Kuwait, Kuwait City, wealth, Wealth Management Advisor, Wealth Manager
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Financial Sales Consultant Qatar employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Sales Consultant Qatar
✨Tip Number 1
Network with professionals already working in the Qatar financial services market. Attend industry events or join online forums to connect with potential colleagues and clients, which can help you gain insights into the local market and establish valuable relationships.
✨Tip Number 2
Familiarise yourself with the specific financial products and regulations relevant to Qatar. Understanding the local landscape will not only boost your confidence but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 3
Showcase your sales achievements and client relationship management skills in conversations. Be prepared to discuss specific examples of how you've successfully generated leads and closed deals in previous roles, as this is crucial for a sales-driven position.
✨Tip Number 4
Research the company thoroughly before any discussions. Understand their values, services, and recent developments in the financial sector. This knowledge will allow you to tailor your approach and demonstrate genuine interest in contributing to their success.
We think you need these skills to ace Financial Sales Consultant Qatar
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly in sales and client management. Emphasise any relevant qualifications, such as the UK level 4 CISI Investment Advisor Diploma, and showcase your achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Financial Sales Consultant role. Mention your experience in the Qatar market if applicable, and explain how your skills align with the company's needs, focusing on customer service and networking abilities.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your ability to convey information clearly and confidently. Use professional language and structure your documents well to demonstrate your communication prowess.
Highlight Your Client-Centric Approach: In both your CV and cover letter, emphasise your commitment to understanding and meeting client needs. Provide examples of how you've successfully built relationships and provided tailored financial solutions in past roles.
How to prepare for a job interview at International Financial Advisor Jobs
✨Showcase Your Financial Expertise
Make sure to highlight your experience in financial services, especially if you have worked in the Qatar market. Be prepared to discuss specific products you've sold and how you've helped clients achieve their financial goals.
✨Demonstrate Your Networking Skills
Since this role involves a lot of client interaction, be ready to talk about your networking abilities. Share examples of how you've built relationships in the past and how you plan to expand your network in Qatar.
✨Prepare for Client-Centric Scenarios
Expect questions that assess your customer service skills. Prepare scenarios where you've successfully resolved client issues or provided exceptional service, as this will show your commitment to client satisfaction.
✨Understand the Regulatory Environment
Familiarise yourself with the financial regulations in Qatar. Being knowledgeable about local laws and compliance will demonstrate your professionalism and readiness to operate in a regulated environment.
