Financial Advisor - Investments | Insurance | Real Estate
At
Seven Stage Wealthcare
, we help our clients grow, protect, and manage their wealth through expert guidance in
investments, insurance, and real estate
. We're passionate about delivering financial freedom and long-term success to every client we serve -- and we're looking for ambitious advisors to join our growing team.
Key Responsibilities
Identify and approach potential clients through
networking, referrals, and cold calling
.
Recommend tailored
investment and insurance solutions
that meet client needs.
Understanding clients' financial goals and provide proper solutions.
Build and maintain strong, long-term client relationships with consistent follow-ups.
Stay updated on market trends, product updates, and regulatory requirements.
Achieve monthly sales and performance targets.
Maintain accurate client records using CRM tools.
Requirements
3+ years of proven sales experience
in
investments, banking, or financial advisory
.
Minimum
2 years of UAE experience
is a must.
Strong sales track record and the ability to close deals.
Excellent
communication, presentation, and interpersonal skills
.
Deep understanding of
financial products, markets, and investment instruments
.
Self-motivated, target-driven, and goal-oriented.
What We Offer
Commissions + Monthly allowances
Career development and continuous training
Unlimited earning potential based on performance
Exposure to insurance , investment and real estate sectors
*
Job Type: Full-time
Education:
* Bachelor's (Preferred)
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