Orion Summit Life Insurance Agency Inc. - Team Justine Assistant Unit Manager

Orion Summit Life Insurance Agency Inc. - Team Justine

₱35-50K[月薪]

远程办公無需經驗本科全職

工作開放國家：菲律賓

語言要求：英語 | 他加祿文

這項遠距工作向特定國家的候選人開放。請確認您是否要繼續，儘管可能有位置限制

A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial plans.
Key Responsibilities:
Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance.
Investment Advice: Recommend appropriate investment opportunities based on clients' objectives.
Risk Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning.
Market Research: Stay updated on financial trends, market conditions, and new financial products.
Sales & Business Development: Identify potential clients, build relationships, and expand the client base.
Compliance & Documentation: Ensure adherence to financial regulations and maintain accurate client records.
Customer Support: Provide ongoing financial reviews, support, and adjustments to financial plans as needed..