Financial Advisor/Agent

We are seeking Financial Advisor to join our team!  We will deliver personalized investment and insurance solutions to help clients work towards their long-term financial objectives.

Responsibilities:

• 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
  

Qualifications:

• 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