Job Description

Posted on March 15, 2023

Job Description:

• Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales.
• Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis.
• Conducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals.
• Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs.
• Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision.
• Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan.
• Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries.
• Must be willing to learn and adapt to the ever changing financial needs of clients.

Perks of being a Financial Advisor:

1. Flexible Working Hours
2. High Potential Income (Write your own paycheck)
3. Earn up to 12 months bonus
4. Fast Career Growth
5. Travel around the world for free (VIP Accommodation)
6. Get Awards & Recognition

Open for: 

• Part-time and Full-time
• Hybrid, Onsite or WFH

Send your latest CV/Resume to: mwadieduc@gmail.com 

FB: Pat Barretto Erni

Skills:

Requirements

Other Points