• Assess clients’ financial needs, goals, and overall financial situation
• Provide tailored financial planning solutions and product recommendations
• Educate clients on savings strategies, insurance options, and investment opportunities
• Build, strengthen, and maintain long-term client relationships
• Ensure full compliance with company policies and industry standards
• Stay updated through continuous learning and professional development
• Enjoy FREE comprehensive training programs to help you excel in the role

Job Requirements

• Graduate of any four-year course (no specific major required)