Financial Advisor
Orion Summit Life Insurance Agency Inc. - Team Justine
Job Description
Description
- A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial plans.
- Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
- Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance.
- Investment Advice: Recommend appropriate investment opportunities based on clients' objectives.
- Risk Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning.
- Market Research: Stay updated on financial trends, market conditions, and new financial products.
- Sales & Business Development: Identify potential clients, build relationships, and expand the client base.
- Compliance & Documentation: Ensure adherence to financial regulations and maintain accurate client records.
- Customer Support: Provide ongoing financial reviews, support, and adjustments to financial plans as needed.
Requirements
- Bachelor's degree
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Sales-driven mindset with the ability to build lasting client relationships
JUSTINE ALOMIA
UNIT MANAGEROrion Summit Life Insurance Agency Inc. - Team Justine
Work Location
Polaris
Posted on 18 February 2025
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Orion Summit Life Insurance Agency Inc. - Team Justine
Unfinanced / Angel
>1000 Employees
Insurance & Superannuation
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