Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts.
Conduct financial needs assessments to understand clients goals, risk tolerance, and current financial situation. […]
Develop customized financial plans that address wealth accumulation, risk management, and retirement planning. […]
Offer insurance solutions (life, health, business, and income protection) to safeguard clients assets and financial stability. […]
Assist clients in setting up financial products, ensuring compliance with regulatory and ethical standards. […]
Maintain strong...