Finance Advisor

Job Description

• Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales
• Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis
• Conducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals
• Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs
• Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision
• Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan
• Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries
• Must be willing to learn and adapt to the ever changing financial needs of clients
• Meets the key performance indicators specified by the company including production and persistency

Perks

• Flexible working hours
• High Potential Income (write your own paycheck)
• Earn up to 12 months bonus (Monthly Bonus)
• Fast career growth
• Travel around the world free w/ VIP accommodation
• Get awards and recognition

Qualifications

• Bachelor’s Degree in business, finance or related field
• Open to graduating students
• Part time/Full time
• Goal orientated
• With good moral character
• Coachable