Investment & Insurance Advisor - J.S.F

Roles & Responsibilities

Key Responsibilities

• Client Needs Analysis : Perform in-depth financial health assessments, analyzing assets, liabilities, income, and existing insurance to understand a client's full financial picture.
• Financial Planning : Develop comprehensive, customized financial plans, including investment and insurance strategies, to help clients meet short- and long-term goals such as wealth accumulation, retirement, and risk protection.
• Product Recommendations : Provide personalized advice on a range of investment and insurance products, suggesting suitable solutions based on the client's needs, goals, and risk tolerance.
• Relationship Management : Build and maintain strong, long-term relationships with clients through regular meetings, ongoing support, and personalized communication.
• Portfolio Management : Monitor client investment portfolios, providing updates on market conditions and advising on adjustments to stay aligned with their financial objectives.
• Client Education : Educate clients on various financial products, investment strategies, market trends, and the importance of financial planning to empower informed decision-making.
• Business Development : Actively recruit new clients to grow the client base and expand the advisor's business.

Tell employers what skills you have

Investment Advisory

Listening Skills

Investment Strategies

Tolerance

Structured Products

Financial Planning

Customer Information

Wealth Accumulation

Needs Analysis

Direct Sales

Travel Insurance

Travel Agency

Conflict Management

Retirement

Ability To Learn