Financial Advisor

Job Description

The Financial Advisor role is focused on client acquisition, needs-based selling, and long-term relationship management, helping individuals and families protect their financial future through life insurance and related financial solutions.

Responsibilities

• Client Prospecting & Relationship Building
• Identify and approach potential clients through referrals, personal networks, and campaigns
• Build trust and long-term relationships with clients
• Maintain an active prospect list and sales pipeline
• Conduct proper financial needs assessments
• Recommend suitable insurance and financial solutions based on client goals and capacity
• Clearly explain policy benefits, costs, and obligations
• Present proposals clearly and professionally
• Submit complete and accurate applications
• Coordinate with underwriting and operations until policy issuance
• Assist...