Financial Advisor (Insurance)
23 hours ago
Job Decription:
Meet with potential and existing clients to understand their financial needs, goals, and risk tolerance.
Develop long-term relati..
Job Decription:
- Meet with potential and existing clients to understand their financial needs, goals, and risk tolerance.
- Develop long-term relationships with clients, providing continuous financial guidance and support.
- Conduct regular reviews of clients' insurance portfolios to ensure coverage remains appropriate as their needs evolve.
- Evaluate clients' financial situations to recommend suitable insurance products (life, health, disability, long-term care, etc.).
- Perform risk assessments and recommend ways to mitigate potential financial loss through insurance.
- Assist clients with selecting policies that meet their individual or business needs.
- Assist clients in integrating insurance products into their broader financial plans.
- Help clients with retirement planning, wealth management, estate planning, and tax strategies in conjunction with insurance solutions.
- Stay up-to-date on the latest insurance products and financial planning strategies to provide the best advice.
Requirements:
- Min. GCE 'A' Level, Diploma or Degree
- With or without experience are welcome
- Excellent communication, negotiation, and interpersonal skills
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