Financial Advisor

Description

Join Askari Family Takaful as a Financial Advisor and play a pivotal role in guiding clients to achieve their financial goals. In this position, you will leverage your expertise in financial planning, investment strategies, and financial analysis to deliver personalized and strategic advice. You will engage directly with clients to build strong, trusting relationships and manage a professional client portfolio independently, while also collaborating effectively as part of a team. This role requires a confident and energetic individual with excellent command of Urdu; fluency in regional languages is considered a valuable asset. As a Financial Advisor, you will oversee a small team of two persons, taking an active role in mentorship and coordination to maximize the team’s performance. By focusing on client needs and business development opportunities, you will contribute significantly to expanding the company’s client base and enhancing service delivery. This position suits a proactive professional eager to develop their career within a reputable financial services company, equipped with intermediate to bachelor's level education and up to one year of relevant experience in sales, marketing, or customer service.

Responsibilities

• Assess clients’ financial status, goals, and risk tolerance to develop suitable financial plans and strategies.
• Provide tailored investment advice and product recommendations, ensuring clients understand the benefits and risks.
• Manage and expand a professional client portfolio through effective communication, client relationship building, and proactive follow-up.
• Develop and implement sales strategies, including managing a sales funnel to systematically approach potential clients and convert leads.
• Conduct financial analysis and market research to stay informed of industry trends and opportunities.
• Collaborate with the team to share insights, coordinate client servicing activities, and achieve collective targets.
• Lead, mentor, and manage a small team of two individuals, fostering their professional development and supporting their individual tasks.
• Maintain comprehensive and up-to-date client records and documentation in compliance with company policies and regulatory requirements.
• Deliver presentations and conduct workshops to educate clients about financial products and services.
• Work independently in meeting assigned targets, demonstrating responsibility and ownership in all aspects of client management and sales activities.
• Continuously update knowledge of financial products, market developments, and relevant regulations through ongoing training and self-study.
• Exhibit a confident, professional, and energetic demeanor to positively represent Askari Family Takaful in all client interactions.

Experience

1 Year

Apply By

Nov 3, 2026

Required Skills

• Financial Planning
• Investment Strategies
• Client Relationship Management
• Financial Analysis
• Sales and Business Development
• Sales Funnel Management
• Communication
• Customer Service

Nice to Have Skills

• Negotiation
• Presentation Skills
• Team Management
• Market Research