Finance Advisor

You will be responsible for acquiring clients through leads provided by the company as well as from your own sources. Your role will involve understanding the financial goals and needs of clients, recommending suitable products based on their requirements and risk profile. It will be essential to regularly review the clients' financial goals and suggest any necessary changes to help them achieve financial freedom. Key Responsibilities: - Client Acquisition through leads shared by the company and personal sources - Understanding clients' financial goals and needs - Recommending products based on clients' needs and risk profile - Regularly reviewing clients' financial goals and suggesting changes if required - Assisting clients in achieving financial freedom Qualifications Required: - Experience in field sales preferred (3 years) - Total work experience of 3 years preferred Please note that this is a full-time, permanent position with a day shift schedule and performance bonus. The work location will be in person. You will be responsible for acquiring clients through leads provided by the company as well as from your own sources. Your role will involve understanding the financial goals and needs of clients, recommending suitable products based on their requirements and risk profile. It will be essential to regularly review the clients' financial goals and suggest any necessary changes to help them achieve financial freedom. Key Responsibilities: - Client Acquisition through leads shared by the company and personal sources - Understanding clients' financial goals and needs - Recommending products based on clients' needs and risk profile - Regularly reviewing clients' financial goals and suggesting changes if required - Assisting clients in achieving financial freedom Qualifications Required: - Experience in field sales preferred (3 years) - Total work experience of 3 years preferred Please note that this is a full-time, permanent position with a day shift schedule and performance bonus. The work location will be in person.