• Conduct financial needs analysis to assess clients’ current situation and future goals.
• Provide expert advice on investment options, savings plans, and insurance products.
• Build and maintain long-term client relationships through regular consultations.
• Assist clients in creating personalized financial plans for wealth growth and protection.
• Educate clients about financial products and services offered by the company.
• Stay updated with market trends, financial regulations, and company offerings.
• Achieve individual and team sales targets.

Qualifications:

• Bachelor’s degree.
• Strong interpersonal and communication skills.
• Sales or customer service experience is an advantage.
• Goal-oriented, self-motivated, and willing to be trained.
• Must be willing to attend company orientations, trainings, and examinations.