Key Responsibilities:

Client Consultation: Meet with clients to discuss their financial goals, assess their current situation, and determine their needs.

Client Service: Provide ongoing support to clients, regularly reviewing their financial plans and adjusting strategies as needed.

Compliance: Ensure all activities are conducted in compliance with company policies, industry regulations, and ethical standards.

Training and Development: Participate in ongoing training programs to stay updated on financial products, and industry trends.

Skills and Qualifications:

Communication: Strong verbal and written communication skills, with the ability to explain complex financial concepts in simple terms.
Analytical Skills: Ability to analyze clients' financial situations and develop appropriate strategies.
Customer Service: Commitment to providing exceptional client service and maintaining long-term client relationships.
Self-Motivation: Ability to work independently, manage time effectively, and achieve sales targets.