Financial advisory: Act as financial advisory on behalf of Generali Thailand to assess client financial goals, risk appetite, and investment needs to recommend suitable Unit Linked insurance plans
Financial Influencer: Act as influencer to sell UL concept and link UL as part of asset allocation that suitable for different client profiles and needs
Investment advice: Provide advice on fund allocation based on UL allocating premiums, including asset allocation, monitoring, and recommendation to rebalance the portfolio. Advise on market risks, as Unit Linked products do not guarantee minimum returns.
Protection Planning: Advice appropriate coverage levels for life insurance, health, or critical illness tailored to the investment strategy
Service & Tracking: Provides consultation services to clients and partners such as annual portfolio review, policy management advice and helping clients manage premium payments or fund switches.
Compliance & Licensing: Ensures all advice adheres to insurance and security regulations, often requiring Securities and Exchange Commission (SEC) licenses.
Qualification
Bachelor’s degree or higher in Business Administration or related fields
Investment Planner License required; CFP license is an advantage
Experience in Asset Management business, especially fund marketing
Strong knowledge in Life insurance product especially Investment linked product
Strong corporate or institutional client-facing experience
Excellent communication and interpersonal skills
Ability to work independently, multitask, and manage priorities effectively
Valid insurance agent license and Unit Linked certification (or SEC Investment Consultant license)
Strong knowledge of investment products, market trends, and financial planning tools.
Good communication skills to explain complex investment products clearly
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