Financial Advisor

Responsibilities

• Client Consultation & Planning: Conducting financial needs analysis to provide tailored insurance and investment solutions.
• Portfolio Management: Assisting clients with retirement planning, protection, and investment holdings.
• Sales & Business Development: Expanding the client base through networking, referrals, and active prospecting.
• Recruitment & Leadership: Building a team by recruiting new agents to the company.
• Documentation: Maintaining accurate client records and financial plans.

Job Requirements

• Education: 4-year college graduate.
• Experience: With or without experience (willing to learn and be trained).
• Skills: Strong communication, networking, and sales skills.