• Provide personalized financial advice tailored to client needs
• Assess financial goals, resources, and risk tolerance
• Develop customized investment and insurance strategies
• Monitor and adjust client portfolios based on market changes
• Educate clients on financial products and trends
• Build and maintain long-term client relationships
• Stay updated on financial regulations and industry developments

Educational Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or related field
• Open to fresh graduates and students seeking entry-level opportunities

Experience Level:

• Fresh graduates welcome
• Sales, customer service, or finance-related background is an advantage

Skills & Competencies:

• Excellent communication and interpersonal skills
• Sales acumen and ability to guide clients in decision-making
• Strong analytical and problem-solving skills
• Tech-savvy and adaptable to digital platforms

Working Conditions:

• Flexible work arrangement (work-from-home setup)
• May require client meetings and occasional travel
• Access to training, mentoring, and continuous career development

Qualities & Traits:

• Strong work ethic and professional integrity
• Proactive and self-motivated attitude
• Ability to build trust and provide client-focused solutions

If Interested

Kindly message us with the following details:

• Full Name:
• Age:
• Email Address:
• Current Location:
• Current Job & Work Schedule:
• Are you a bachelor’s degree graduate? (If yes, state your course. If not, indicate years in college and any work/managerial experience.)
• Preferred Orientation Schedule (Tuesdays or Saturdays, 7 PM):
• Don’t forget to send or attach your resume when you apply.