Financial Advisor - Agent
Yesterday
Description
• Network and build relationships with new and existing client base • Advise clients on investment, insurance strategies and other financial decisions • Assess clients' assets, liabilities and overall financial conditions • Prepare presentations that recommend various financial products • Review and communicate portfolio performances to clients
Requirements
• Previous experience in Insurance, Investments, banking, financing or other related fields • Familiarity with investment products and services • Ability to build rapport with clients • Strong analytical and critical thinking skills • Excellent written and verbal communication skills
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