Job Description

Job Responsibilities Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale. Job Requirements - Min Diploma - Fresh Grad welcome ( Training provided ) Phone Skills, People Skills, Supports Diversity, Results Driven, Professionalism, Organization, Project Management, Judgment, Sales Orientated Job Duties: - contacting clients and setting up meetings, either within an office environment or in clients\' homes or business premises; - conducting in-depth reviews of clients\' financial circumstances, current provision and future aims; - analyzing information and preparing plans best suited to individual clients\' requirements; - completing risk analyses; - researching the marketplace and providing clients with information on new and existing products and services; - designing financial strategies; - assisting clients to make informed decisions; - researching information from various sources, including providers of financial products; - reviewing and responding to clients changing needs and financial circumstances; - promoting and selling financial products to meet given or negotiated sales targets; - negotiating with product suppliers for the best possible rates; - liaising with head office and financial services providers; - liaising with other professionals, such as estate agents, solicitors and valuers; - keeping up to date with financial products and legislation; - plan and set up financial talks and seminar - producing financial reports; - contacting clients with news of new financial products or changes to legislation that may affect their savings and investments; - meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised product Job Type: Full-time Salary: $2,500.00 - $5,000.00 per month Schedule:

• Flexible hours