Join a dynamic finance advisory firm dedicated to personalized guidance. Enjoy a supportive work culture focused on client success and growth.
Tasks
- Maintain and nurture existing client relationships while acquiring new ones.
- Provide comprehensive advice in insurance and financial planning.
- Develop and sell tailored solutions for wealth creation.
Skills
- AFA intermediary insurance exam or higher education required.
- Proven sales experience in insurance and finance sectors.
- Strong motivation with a focus on goals and performance.
