
Achieve Long-Term Financial Success
7 days ago
As a wealth planner, you will work with clients to help them achieve their long-term financial goals.
The role involves generating leads, prospecting clients, creating personalized insurance and investment solutions, and delivering exceptional customer service.
You will engage with clients to understand their needs and provide tailored advice to meet their financial objectives.
Key Responsibilities:
- Generate leads and identify potential opportunities for life insurance and investment products.
- Prepare customized insurance proposals based on client needs and goals.
- Provide timely and professional advice on insurance and investment matters.
- Develop and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
- A degree in any field or equivalent experience is preferred but not required.
- At least six months of relevant work experience is necessary although prior insurance industry experience is not mandatory.
- Sales experience is advantageous but not essential as extensive sales and financial management training will be provided.
- Ability to work effectively in a remote environment with reliable internet connectivity.
- Strong communication and interpersonal skills are essential for building and maintaining client relationships.
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