Purpose of Position

We are seeking high-energy, driven, and exceptionally articulate Digital Financial Advisors to join our dynamic HQ team. In this role, you will be the primary point of contact for our affluent and high-net-worth (HNW) digital prospects. Supported by a continuous, dedicated pipeline of digital leads, your core objective will be to engage, advise, and successfully convert these prospects into long-term clients holding premium life insurance and wealth management portfolios.

Requirements & Qualifications

• Excellent Communicator: Flawless verbal and written communication. Ability to articulate complex financial concepts clearly and confidently to an affluent, highly educated demographic.
• Digital Fluency: High proficiency with CRM software, virtual meeting platforms (Teams, Zoom), and modern digital sales workflows.
• Sales & Conversion: Proven ability to close high-value deals. Strong objection-handling, negotiation, and relationship-building skills.
• Financial Acumen: Solid understanding of personal finance, investment structures, and life insurance products to provide credible, authoritative advice.
• Drive & Resilience: Self-motivated, torget-driven, and highly resilient. Thrives in a high- performance, incentive-based environment.

• Serve as the primary point of contact for affluent and high-net-worth (HNW) digital prospects.
• Engage and advise digital prospects.
• Successfully convert prospects into long-term clients holding premium life insurance and wealth management portfolios.

• Flawless verbal and written communication
• Ability to articulate complex financial concepts clearly and confidently
• High proficiency with CRM software, virtual meeting platforms (Teams, Zoom), and modern digital sales workflows
• Ability to close high-value deals
• Objection-handling
• Negotiation
• Relationship-building
• Solid understanding of personal finance, investment structures, and life insurance products
• Self-motivated and highly resilient

• BA/BSc/HND