You will have the opportunity to help people secure their lives and overcome obstacles by providing recommendations on strategies and products that can set them on the path to greater financial security and personal well-being. You’ll build your own business with the deep support and encouragement of a company and local firm.
You’ll expand your opportunities for attractive financial rewards and a lifestyle to match.
Provide guidance towards profitable and secure financial solutions to clients
Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, etc.
Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
Build client base and maintain mutually beneficial relationships
Explore and generate leads and research opportunities for mutual funds, stocks, bonds etc
Stay informed about trends and updates of 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
Track record of success in the financial industry OR beyond
Excellent communication, negotiation and presentation skills
Accuracy, close attention to detail and the ability to provide detailed and plain explanations on complex data