Job Description:

• Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales.

• Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis.

• Conducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals.

• Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs.

• Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision.

• Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan.

• Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries.

• Must be willing to learn and adapt to the ever changing financial needs of clients.

Benefits:

⭐Flexible Working Hours

⭐High Potential Income 

⭐Earn up to 12 months bonus 

⭐Fast Career Growth 

⭐Travel around the world for free (VIP Accommodation)

⭐Get Awards & Recognition

Send your latest resume/ CV via gmail: m*******c@gmail,com

Fb: Pat Barretto Erni