Are you interested in investment, retirement, wealth growth and financial concepts? Our client is a good leader, who is willing to guide and coach in lead generation and closures. We are looking for talents who can interact positively with others and keen to make an impact to singles and families!

• Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.
• Conduct regular reviews and maintain long-term client relationships.
• Assess clients' financial situations and develop personalized strategies to meet their goals.
• Educate clients on a range of financial products and services.
• Build and maintain strong client relationships through regular communication and follow-ups.
• Stay informed about investment trends, industry trends, regulations, and best practices.

• Teamwork and sharing on lead generation ideas ...