Job Description
Job Description
As a Financial Advisor, you will help individuals and families secure their financial future through proper planning, protection, and investments.
Responsibilities
- Prospect and connect with potential clients
- Conduct financial needs analysis
- Recommend suitable insurance and investment plans
- Assist clients in policy application and processing
- Provide after-sales service and regular policy reviews
- Meet personal and team sales targets
Job Requirements
- College graduate (any course)
- Good communication and interpersonal skills
- Tech-savvy (comfortable with online meetings and social media)
- Willing to undergo training and certification
- Goal-oriented and self-motivated
- Stable internet connection (for online work setup)
Benefits
- Flexible hours
- Travel concierge
- ...
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