Our client is seeking a Financial Consultant who will play a crucial role in helping clients achieve their financial objectives. Whether you have previous experience or are new to the field, candidates from all backgrounds are welcome. You will receive leads and one-on-one mentorship from seasoned professionals with over 20 years of experience.
What Our Client Offers
- Mentorship: Personalized guidance from experienced professionals.
- Knowledge Enhancement: Extensive learning in personal finance and investment strategies across various asset classes.
- Skill Development: Training to assess and manage clients' financial portfolios, provide tailored advice, and implement plans to improve their financial health.
- Client Engagement: Opportunities to build and nurture relationships with new and existing clients.
- Professional Growth: Enjoy flexible working hours, a collaborative team environment, and attractive performance-based incentives.
Key Responsibilities
- Evaluate and manage clients' financial portfolios.
- Provide personalized financial and protection advice based on clients' needs.
- Attract new clients and maintain strong relationships with existing clients.
- Create and execute plans to enhance clients' financial portfolios through insurance, savings, and investments.
- Stay informed about financial products, market trends, and industry regulations.
Qualifications
- Currently pursuing or holding a diploma or degree.
- Relevant certifications and licenses are advantageous but not mandatory.
- Exceptional skills in communication, building relationships, and resolving issues.
- Proven ability to work autonomously as well as collaboratively within a team setting.
Benefits
- A monthly allowance of up to $6,000, complemented by lucrative performance-based rewards such as commissions and travel opportunities abroad.
- Initial sign-on bonus available.
- Flexible scheduling to enhance work-life balance.
- An energetic and encouraging team atmosphere.
