Responsibilities

•   Client Consultation - Meet with clients to understand their financial goals, priorities, and current situation
•   Financial Planning - Assess clients' financial needs and develop personalized financial plans
•   Product Recommendation - Present suitable financial solutions such as insurance, investment, and protection plans
•   Relationship Management - Build and maintain strong, long-term client relationships
•   Portfolio Monitoring - Regularly review and update clients' financial plans based on life changes and market conditions
•   Business Development - Generate new leads through networking, referrals, and prospecting activities
•   Client Education - Educate clients on financial concepts, risk management, and wealth-building strategies

•   Compliance - Ensure all recommendations and transactions comply with company and regulatory standards