• Analyze financial data and provide insights to clients.

• Develop personalized financial strategies to achieve clients' goals.

• Monitor financial performance and recommend adjustments.

• Educate clients on life insurance, and investment options, and financial products.

• Maintain strong relationships with clients through regular communication.

• Stay updated on industry trends and regulations.

Educational Qualifications:

• Bachelor’s degree of any program

Experience Level:

• Entry-level; no prior experience is required.

Skills and Competencies:

• Strong consultative sales skills, and a people-oriented approach to client relations.

Responsibilities and Duties:

• Provide financial advice, build client relationships, and develop personalized financial plans.

Working Conditions:

• Work from home or office environment, with potential travel to meet clients.

Qualities and Traits:

• Excellent communication skills, analytical mindset, and a proactive attitude.