Description

• Assess clients’ financial needs, goals, and risk tolerance
• Develop and implement customized financial plans
• Recommend insurance, investment, retirement, and protection products
• Maintain ongoing client relationships and conduct regular reviews
• Prospect and generate new business opportunities

Requirements

• Educational Qualifications: Graduate of any 4-yr course
• Experience Level: Preferably with 1-5 yrs of experience, but fresh graduates are welcome
• Responsibilities and Duties: Willing to work collaboratively in a team environment