Summary:
We are seeking a motivated and goal-oriented Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial planning services to clients, analyzing their financial information to determine strategies for meeting client's financial objectives, providing ongoing financial guidance and support. This is a great opportunity for individuals interested in finance and sales to develop their skills and grow within the industry.
Responsibilities:
• Provide financial planning services to clients, including retirement planning, investment management, and estate planning.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial goals.
• Develop and maintain long-term relationships with clients, providing ongoing financial guidance and support.
• Assist clients in implementing financial plans by recommending investments, insurance products, and other financial services.

Qualifications:
• Excellent communication and interpersonal skills
• Previous experience in sales or customer service is preferred

Benefits:
- Opportunities for career advancement within the finance industry
- Comprehensive training provided to enhance skills and knowledge

If you are interested in this opportunity, please send your resume to
illinyang1002@gmail.com
When you call please mention you found this ad listing on OKz.ca