Apply🧭 Full-Time
- Significant experience with PCs, particularly with database systems operating
- Excellent communication, negotiation, and presentation skills
- Accuracy, close attention to detail, and the ability to provide detailed and plain explanations of complex data
- Guide profitable and secure financial solutions to customers.
- Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, and so on
- Explore clients' financial situations, investigate their needs, and suggest solid financial plans.
- Build client base and maintain win-win relationships.
- To meet sales goals, explore and generate leads, and research opportunities for mutual funds, stocks, bonds, etc.
- Stay informed about trends and updates of an industry niche.
- Review financial plans and optimize them to ensure profits.
- Ensure compliance with all industry rules and regulations.
- Interact with providers, solicitors, valuers, and other professionals.
Posted about 2 months ago
Apply