Posted:1 day ago| Platform: Shine logo

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Job Type

Full Time

Job Description

Role Overview: As a financial advisor, your main role will involve offering specialized insurance advice to clients and assessing their financial needs. You will be responsible for selecting suitable policies based on clients' financial portfolios. Your job will also entail advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Building strong client relationships and staying updated on financial regulations and market trends will be crucial aspects of your role. Key Responsibilities: - Offer specialized insurance advice to clients - Assess client needs and financial portfolios - Select appropriate policies - Advise clients on investments, retirement planning, and other financial matters - Develop personalized financial plans - Provide ongoing support and market updates - Stay current on financial regulations and market trends - Build strong client relationships Qualification Required: - Proven experience as a financial advisor or similar role - In-depth knowledge of investments, retirement planning, and insurance products - Strong analytical and communication skills - Ability to build and maintain client relationships - Updated knowledge of financial regulations and market trends Please note that this is a part-time job with benefits including a flexible schedule, health insurance, life insurance, paid sick time, and provident fund. Additionally, remote work options are available, but the work location may require in-person meetings with clients. Role Overview: As a financial advisor, your main role will involve offering specialized insurance advice to clients and assessing their financial needs. You will be responsible for selecting suitable policies based on clients' financial portfolios. Your job will also entail advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Building strong client relationships and staying updated on financial regulations and market trends will be crucial aspects of your role. Key Responsibilities: - Offer specialized insurance advice to clients - Assess client needs and financial portfolios - Select appropriate policies - Advise clients on investments, retirement planning, and other financial matters - Develop personalized financial plans - Provide ongoing support and market updates - Stay current on financial regulations and market trends - Build strong client relationships Qualification Required: - Proven experience as a financial advisor or similar role - In-depth knowledge of investments, retirement planning, and insurance products - Strong analytical and communication skills - Ability to build and maintain client relationships - Updated knowledge of financial regulations and market trends Please note that this is a part-time job with benefits including a flexible schedule, health insurance, life insurance, paid sick time, and provident fund. Additionally, remote work options are available, but the work location may require in-person meetings with clients.

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