Orion Summit Life Insurance Agency Inc. - Team Justine Assistant Unit Manager

Orion Summit Life Insurance Agency Inc. - Team Justine

₱35-50K[Aylık]

UzakExp GerekmiyorÜniversite mezunuTam zamanlı

Paylaşmak

Açık Ülke：Filipinler

Dil Gereksinimleri：İngilizce | Tagalogca

Bu uzaktan iş belirli ülkelerdeki adaylara açıktır. Olası konum kısıtlamalarına rağmen devam etmek isteyip istemediğinizi lütfen onaylayın

A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial plans.
Key Responsibilities:
Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance.
Investment Advice: Recommend appropriate investment opportunities based on clients' objectives.
Risk Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning.
Market Research: Stay updated on financial trends, market conditions, and new financial products.
Sales & Business Development: Identify potential clients, build relationships, and expand the client base.
Compliance & Documentation: Ensure adherence to financial regulations and maintain accurate client records.
Customer Support: Provide ongoing financial reviews, support, and adjustments to financial plans as needed..