JOSEPHAT MEGAMENO AMUPADHI

1. Short-Term Financial Advisor

Duties and Responsibilities:

* Assess clients’ insurance needs.
* Recommend suitable short-term insurance products.
* Sell policies such as:
* Motor insurance
* Household and home contents insurance
* Business insurance
* Travel insurance
* Explain policy benefits, exclusions, and premiums.
* Generate new business and maintain relationships with existing clients.
* Assist clients with policy renewals and amendments.
* Help clients submit and follow up on insurance claims.
* Ensure compliance with industry regulations and company policies.

2. Long-Term Financial Advisor (Life Insurance & Investments)

Duties and Responsibilities:

* Conduct financial needs analyses.
* Advise clients on:
* Life insurance
* Funeral cover
* Disability and dread disease cover
* Retirement planning
* Education savings plans
* Investments and unit trusts
* Develop personalized financial plans.
* Review clients’ financial plans regularly and make adjustments when needed.
* Build long-term relationships with clients.
* Educate clients on wealth creation and financial protection.
* Ensure all advice complies with financial regulations and ethical standards.

• Assisted customers with product selection and inquiries to enhance shopping experience.
• Processed transactions accurately using point-of-sale systems for efficient checkout operations.
• Collaborated with team members to implement promotional displays, increasing customer engagement.
• Maintained stock levels and organized merchandise displays to ensure optimal store presentation.