Job Title: Financial Consultant

Job Summary:

We are seeking a highly motivated and experienced Financial Consultant to join our team. As a Financial Consultant, you will provide expert advice and guidance to clients on financial planning, risk management, and wealth management solutions. You will help clients achieve their financial goals by analyzing their financial situations, creating personalized financial plans, and recommending appropriate financial products and services.

Key Responsibilities:

• Meet with clients to understand their financial goals, risk tolerance, and current financial situation
• Analyze client data and create personalized financial plans and recommendations
• Provide expert advice on financial products and services, including insurance, investments, and retirement planning
• Develop and maintain strong relationships with clients to ensure long-term satisfaction and loyalty
• Stay up-to-date with industry trends, regulations, and product offerings to maintain expertise and provide cutting-edge advice

Requirements:

• Bachelor’s degree in Finance, Economics, or any field
• Professional certification (e.g., CFP, ChFC) preferred
• Fresh graduates are welcome, NO experience need
• Strong analytical, communication, and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets

What We Offer:

• Competitive salary and benefits package
• Ongoing training and professional development opportunities
• Collaborative and dynamic work environment

Recognition and rewards for outstanding performance