Financial Advisor

Overview

A Financial Advisor provides expert guidance to clients on choosing insurance products that match their financial needs, lifestyle, and long-term goals. The role involves educating clients, recommending suitable plans, and ensuring excellent after-sales service to build lasting relationships.

Qualifications

• College degree preferred (any 4-year course accepted)
• Goal-oriented and self-motivated
• With integrity and a passion for helping others
• Willing to undergo training and licensing