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Sales Advisor

Salary undisclosed


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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.


Summary of role requirements:
  • Looking for candidates available to work:
    • Monday: Morning, Afternoon
    • Tuesday: Morning, Afternoon
    • Wednesday: Morning, Afternoon
    • Thursday: Morning, Afternoon
    • Friday: Morning, Afternoon
    • Saturday: Morning, Afternoon
  • No experience required for this role
  • Working rights required for this role