
Sales Advisor
Salary undisclosed
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Job summary:
- Flexible hours available
- No experience required for this role
- Working rights required for this role
- Expected salary: $2,000 - $6,000 per month
Key Responsibilities:
• Assess clients’ financial situation to develop strategies to help client meet their financial goals.
• Provide advice on insurance to help companies and individuals plan for their financial futures.
• Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
• Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
• Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
• Build and maintain effective relationships with existing clients.