Job Summary

we are looking for a result-driven Financial Advisor to be responsible for providing financial advice to prospective clients on retirement pension planning, investing in the future, saving for education, and life insurance protection.
The Financial Advisor will generate leads, meet prospective clients, conduct financial needs analysis and make presentations.

Responsibilities

Assessing prospective clients financial portfolios and analysing risk.
Offering specialized insurance advise to prospective clients.
Meeting with prospective clients to determine their financial objectives and risks tolerance.
Offering strategic advice on products and services, such as investment, insurance coverage and risk management tools.
Identifying potential clients to maintain a strong client base.