Financial Advisor
Part-time
Global One Life Insurance Agency
Responsibilities
- Client Consultation - Meet with clients to understand their financial goals, priorities, and current situation
- Financial Planning - Assess clients' financial needs and develop personalized financial plans
- Product Recommendation - Present suitable financial solutions such as insurance, investment, and protection plans
- Relationship Management - Build and maintain strong, long-term client relationships
- Portfolio Monitoring - Regularly review and update clients' financial plans based on life changes and market conditions
- Business Development - Generate new leads through networking, referrals, and prospecting activities
- Client Education - Educate clients on financial concepts, risk management, and wealth-building strategies
• Compliance - Ensure all recommendations and transactions comply with company and regulatory standards
Vacancy posted 27 days ago
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