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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.