Job Description
- Provide clients with tailored financial solutions such as protection, savings, and investment planning
- Conduct financial needs analysis and recommend appropriate products and services
- Build and maintain long-term client relationships
- Educate clients on financial literacy and wealth-building strategies
- Attend ongoing training to stay updated on financial products, market trends, and regulatory updates
Job Requirements
- Driven individuals with a passion for helping others achieve financial security
- Excellent communication and interpersonal skills
- Sales experience is an advantage, but not required – full training provided
- Candidates with a diploma or degree preferred