Responsibilities

• Client Acquisition & Prospecting
• Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts.
• Conduct financial needs assessments to understand clients’ goals, risk tolerance, and current financial situation.
• Present and explain financial products and services, demonstrating how they align with client needs.
• Financial Planning & Advisory Services
• Develop customized financial plans that address wealth accumulation, risk management, and retirement planning.
• Provide expert guidance on insurance, investments, savings, and estate planning strategies.
• Monitor market trends and economic changes to help clients make informed decisions.
• Product Recommendations & Implementation
• Offer insurance solutions (life, health, business, and income protection) to safeguard clients’ assets and financial stability.
• Recommend investmen...