<p><b>What role you will play in team:</b> You will be a crucial part of our team, providing clients with personalized financial advice and insurance solutions to help them achieve their financial goals.</p><p><b>What you will do:</b> You will analyze client needs, recommend appropriate insurance and investment strategies, and help them make informed financial decisions.</p><p><b>Key responsibility:</b><ul><li>Meet with clients to understand their financial goals and needs.</li><li>Analyze client's financial situation and recommend suitable insurance and investment products.</li><li>Prepare and deliver financial plans and presentations.</li><li>Maintain strong client relationships.</li><li>Stay current on industry trends and regulations.</li><li>Achieve sales targets and contribute to team growth.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>Relevant certifications (e.g., CFP, CFA) preferred.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of insurance products and investment strategies.</li><li>Ability to build rapport and trust with clients.</li><li>Proficiency in financial planning software.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and commission structure.</li><li>Opportunities for professional development and career advancement.</li><li>Supportive and collaborative work environment.</li><li>Health insurance and other employee benefits.</li><li>Opportunity to make a real difference in the lives of clients.</li></ul></p><p><b>A Day in the Life:</b> You'll spend your day meeting with clients, analyzing their financial situations, providing advice, and managing your client portfolio to help them achieve their financial goals.</p>