• Provide financial advice to clients on insurance, savings, and budgeting.
• Analyze personal financial data and create personalized plans.
• Evaluate clients' financial status and recommend strategies for improvement.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.
• Meet activity goals and contribute to team targets and overall business growth.
• Willing to work in a hybrid arrangement (BGC + field-based client visits).
• Strong consultative approach with the ability to translate financial data into clear advice.
• Must be goal-driven and capable of meeting sales and activity targets.
• High professionalism, integrity, and commitment to client confidentiality.
• Ability to handle multiple client accounts and follow through with personalized action plans.

Educational Qualifications:

• Diploma Course
• Experience Level: 1-3 years in financial consulting or advisory roles.
• Skills and Competencies: Strong analytical and communication skills
• Working Conditions: 2x a month face to face meetings, the rest is field-based for client meetings
• Qualities and Traits: Detail-oriented, problem-solver, ability to work independently and in teams.