Insurance Advisor Jobs In Dubai UAE 2023 | Caliberly

  • Full Time
  • Dubai, UAE
  • 7500 AED / Month


Insurance Advisor Jobs In Dubai UAE | Caliberly

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We are looking for result-driven wealth/insurance advisor to be responsible for for providing financial advices to HNI clients on wealth and insurance products. The wealth advisor will generate leads, meet with HNI clients, complete a financial needs analysis and present them with customized financial proposal to close sales.


  • Meeting with clients.
  • Offering specialized financial guidance and advice.
  • Completing financial needs analyses.
  • Creating and explaining customized plans.
  • Utilizing knowledge of tax investment strategies.
  • Assessing clients’ financial portfolios.
  • Analyzing clients’ risk. -Encouraging clients to invest in the future.


  • Bachelor’s degree in finance or similar.
  • A license issued by the state board.
  • CFP certification preferred.
  • Strong verbal and written communication skills.
  • A professional appearance.
  • On-going training in the latest products and benefits.
  • Attendance at product launches and seminars.
  • Compliance according to state regulations and policies.

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