Wealth Advisor
Part-time
Universal One Life Insurance Agency
Key Responsibilities - Assess clients’ financial goals and recommend suitable insurance and investment plans
- Create personalized financial strategies for savings, protection, and wealth growth
- Maintain and strengthen long-term client relationships
- Stay updated on market trends and financial products
- Explain financial concepts and policy details clearly to clients
Qualifications
- Bachelor’s degree in any business-related course is an advantage
- With At least 1-year of experience in sales, marketing, finance, customer service or management is preferred
- Fresh graduates and career shifters are welcome to apply
- Strong communication and interpersonal skills
- Goal-oriented, motivated, and willing to learn
- Able to work independently and in a team environment
Work Setup
- Flexible and hybrid work arrangement
- Office-based meetings with possible remote work opportunities
- Performance-driven and growth-oriented environment
Vacancy posted 9 hours ago
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