Engage with clients to understand their comprehensive financial needs.
Provide personalized guidance to help them achieve their financial protection and planning goals.
Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being.
Regularly review and update clients' financial plans and insurance policies.
Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

We prefer candidates with a bachelor's degree in finance, business, or a related discipline.
While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory.
Successful candidates will possess excellent interpersonal and communication abilities.
Strong analytical skills, and the capability to build lasting client relationships.
We welcome individuals from business development-oriented organizations with uncapped earnings potential.

Client Advisor

Key skills