Financial Advisor

Hiring company: Pinnacle Insurance Brokers Jamaica Limited Source: LinkedIn Jamaica Company Description Pinnacle Insurance Brokers Jamaica Limited is a trusted insurance brokerage in Jamaica, focused on providing tailored insurance and risk management solutions for individuals, families, and businesses. Partnering with leading local and international insurers, the company offers a wide range of products, including life, health, motor, property, commercial, liability, marine and travel insurance, as well as employee benefits and corporate solutions. The team is committed to integrity, professionalism, and exceptional customer service, taking time to understand each client’s unique needs and long-term goals. Beyond placing insurance, Pinnacle provides ongoing guidance, claims support, and policy reviews to ensure clients remain adequately protected as their circumstances evolve. Its mission is to deliver innovative, reliable, and client-focused solutions while setting a high standard of excellence in the Jamaican insurance industry. Role Description The Financial Advisor will provide client-centered financial guidance, focusing on insurance-based solutions, retirement planning, and investment strategies aligned with clients’ goals and risk profiles. Day-to-day responsibilities include meeting with clients, assessing their financial needs, recommending appropriate products, preparing proposals, and conducting regular portfolio reviews. The role involves collaborating with internal teams to ensure accurate policy placement, supporting claims processes, and maintaining detailed client records in compliance with regulatory requirements. The advisor will also participate in business development activities such as networking, client referrals, and educational sessions to expand the client base. This is a contract, hybrid role based in Kingston, with a combination of in-office client meetings and some work-from-home flexibility. Qualifications • Candidates should possess strong Financial Planning and Retirement Planning skills to assess client needs and design appropriate long-term strategies. • Candidates should possess solid Finance and Investments skills to analyze options, explain risk and return, and guide clients toward suitable solutions. • Candidates should possess demonstrated Financial Advisory skills to deliver clear recommendations and maintain ongoing advisory relationships. • Candidates should possess excellent communication, interpersonal, and presentation skills to build trust and explain complex concepts in accessible terms. • Candidates should possess strong analytical, organizational, and time management abilities, with attention to detail and compliance with regulatory standards. • Relevant professional certification or progress toward designation in finance, insurance, or financial planning (e.g., OLT and Equity insurance qualifications) is an asset. • Experience in insurance brokerage, banking, wealth management, or related financial services, preferably within the Caribbean market, is beneficial. • Proficiency with digital tools, CRM systems, and Microsoft Office, and the ability to work effectively in a hybrid environment is preferred.