Digital portfolio planner

FAIS and advice accredited (preferably RE5 and COB3) Degree in Financial Planning, Business, Finance, or Economics (required) Aspirations towards becoming a Certified Financial Planner (CFP) 13 years' sales experience in the insurance industry Must be qualified to provide advice under supervision or independently Duties and Responsibilities: Engage telephonically and digitally with prospective clients to manage their financial wellness Participate in campaigns to up-sell to the existing client base Conduct client financial needs analysis to create a customised financial plan to achieve clients' financial goals Engage with clients to highlight the features and benefits of risk products based on their needs Analyse clients financial statuses (e.g., income, expenses, and liabilities) according to their life aspirations Examine and suggest financial opportunities (e.g., insurance plans, investments) aligned to clients' financial aspirations Develop sound plans and budgets for clients based...