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Financial Planner – Softlogic Life in Colombo, Western Province

Softlogic Life
Published 2 months ago

Softlogic Life is currently accepting applications for the position of Financial Planner in the Western Province area. We are actively seeking qualified candidates for this Full-time opportunity.

We are looking for individuals who possess strong Finance and Sales skills and have a minimum of Entry level in the field. Along with technical expertise, we highly value qualities such as integrity, discipline, and a strong sense of responsibility in our potential employees.

Softlogic Life operates within the Insurance industry. If you are interested in joining our esteemed organization, we encourage you to submit your application without delay.

Job Information

Company:Softlogic Life
Position:Financial Planner
Region:Colombo - Western Province, Western Province
Education:Confidential
Job Function:Finance and Sales
Seniority Level:Entry level
Job Type:Full-time
Industry:Insurance

Job Description

Company Description

Softlogic Life, the Life Insurance arm of Softlogic Holdings PLC, offers individuals the opportunity to tailor their life the way they want to live it. Located in Colombo, Softlogic Life provides financial security solutions to empower individuals to secure their future.

Role Description

This is a full-time hybrid role for a Financial Security Planner/Manager. The role involves creating personalized financial plans, providing financial advice, and assisting clients with retirement planning. While the role is based in Colombo, there is flexibility for some remote work.

Qualifications

  • Financial Planning and Personal Financial Planning skills
  • Certified Financial Planner (CFP) qualification
  • Expertise in Finance and Retirement Planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Bachelor’s degree in Finance, Economics, or related field

Benefit

  • Gaining experience
  • Taught first
  • Receiving a bonus for overtime

Application Requirements

  • Physically and mentally healthy
  • Minimum age of 17 years
  • Disciplined and punctual
  • Honest and responsible
  • Good personality
  • Enthusiasm in working and learning
  • For other requirements, please check through the job form.

Company address

Province Western Province
City Colombo
Full Address Softlogic Life Insurance PLC, No.65 WardPlace, 56 Ward Pl, Colombo 00700, Sri Lanka
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Job Application Information

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Company Information

Softlogic Life

Industry: Insurance

Softlogic Life is a leading life insurance company in Sri Lanka, offering a range of comprehensive and innovative insurance solutions. With a strong focus on customer satisfaction and technological advancements, Softlogic Life has established itself as a trusted provider in the insurance industry. The company is committed to providing financial security and peace of mind to individuals and families across Sri Lanka through its wide range of life insurance products and services. With a dedicated team of professionals and a strong track record of performance, Softlogic Life continues to be a preferred choice for insurance solutions in the country.