A Financial Advisor provides clients with expert guidance on managing their finances, including investments, savings, insurance, and retirement planning. The goal is to help clients achieve financial security and long-term financial goals by offering tailored advice and financial products that suit their needs and life stages.

• Assess clients’ financial situation, goals, and risk tolerance through in-depth consultations.
• Create personalized financial plans covering budgeting, saving, investing, retirement, education, and insurance.
• Recommend suitable financial products such as life insurance, investment plans, health insurance, and retirement funds.
• Assist clients with policy applications, documentation, and claims.
• Conduct regular follow-ups to review and update financial plans based on changes in client goals or market conditions.
• Educate clients on financial literacy, investment options, and insurance benefits.
• Meet sales targets and contribute to team goals.
• Attend training sessions and stay updated on the latest financial tools, market trends, and regulatory changes.
• Build and maintain strong, long-term relationships with clients.
• Uphold the highest standards of integrity, professionalism, and client confidentiality.

• Bachelor's degree: any 4-year course (Graduated or at least 4th year college graduating this year).
• Excellent communication, interpersonal, and analytical skills.
• Strong sales and customer service abilities.
• Self-motivated, with a results-driven approach.
• Ability to work independently and as part of a team.
• High level of integrity and commitment to client success.