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Personal Financial Advisor

Full time @SOFTLOGIC LIFE INSURANCE (colombo branch) posted 5 days ago in Banking, Insurance & Financial Services
  • Colombo District, Sri Lanka LK View on Map
  • Post Date : July 23, 2026
  • Apply Before : August 23, 2026
  • View(s) 9
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Job Detail

  • Job ID 43787
  • Experience Fresh
  • Gender MaleFemale

Job Description

A Personal Financial Advisor is responsible for helping clients identify their financial protection and long-term financial planning needs by recommending suitable life insurance and financial solutions. The role involves building strong customer relationships, providing professional financial advice, generating new business opportunities, and delivering excellent after-sales service. Personal Financial Advisors are expected to achieve sales targets while maintaining high ethical standards and ensuring customer satisfaction. This position offers continuous training, career advancement opportunities, and attractive performance-based rewards for individuals who are passionate about sales and customer service.

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Required skills

Ability to work independently and as part of a team Age: 18 – 50 Years G.C.E. O/L Pass (Mathematics Pass Required) Good communication and interpersonal skills Self-motivated and target-oriented

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