Job Description

As a Financial Advisor, you will help individuals and families secure their financial future through proper planning, protection, and investments.

Responsibilities

• Prospect and connect with potential clients
• Conduct financial needs analysis
• Recommend suitable insurance and investment plans
• Assist clients in policy application and processing
• Provide after-sales service and regular policy reviews
• Meet personal and team sales targets

Job Requirements

• College graduate (any course)
• Good communication and interpersonal skills
• Tech-savvy (comfortable with online meetings and social media)
• Willing to undergo training and certification
• Goal-oriented and self-motivated
• Stable internet connection (for online work setup)

Benefits

• Flexible hours
• Travel concierge
• ...