Provide financial planning, insurance, and investment services to clients.
Integrated lead generation framework backed by strong support team.
Evaluate clients' financial situations and goals to create tailored financial strategies.
Collaborating with support staff to set up and maintain accurate client records.
Building and sustaining long-term client relationships by providing regular updates on financial matters.
Working alongside experienced industry leaders to develop practical skills and industry knowledge.
Serve as a point of contact between clients, insurance providers, and other financial experts.
Benefits:
Company-sponsored international trips as incentives.
Creating passive income streams to achieve greater work-life balance.
Competitive commission structure with year-end incentives on top of basic salary.
Rapid advancement opportunities into leadership or management positions.
Requirements:
Diploma in any field.
Skilled in interpersonal interactions and clear communication.
Ambitious, dedicated, and eager to succeed.
Strong analytical capabilities with a focus on problem-solving and continuous improvement.
Job Types: Full-time, Permanent, Freelance
Pay: $3,000.00 - $6,000.00 per month
Work Location: In person
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