Financial Wealth Planners

Key Responsibilities:

Client Relationship Building:

Engage with prospective and existing clients to understand their financial goals, concerns, and priorities.
Build long-term, trust-based relationships with clients.

Financial Planning:

Conduct financial needs analysis to create customized financial plans.
Recommend appropriate insurance products and investment solutions that align with clients’ goals.

Sales and Goal Achievement:

Present and sell insurance plans, wealth management products, and other financial solutions.
Achieve individual sales targets and contribute to team objectives.

Education and Guidance:

Explain complex financial concepts and product features in an understandable manner.
Educate clients on the importance of insurance and financial planning for achieving life goals.

Market Development:

Identify and generate new leads through networking, referrals, and other channels.
Maintain a robust client pipeline to ensure a steady flow of sales opportunities.

Continuous Learning:

Stay updated on industry trends, market developments, and financial product innovations.
Attend training and certification programs to enhance expertise and credibility.

What We Offer:

Competitive commission-based compensation with incentives and bonuses.
Comprehensive training and development programs.
Flexible working hours and work-life balance.
Opportunities for career growth in the financial services industry.
Recognition and rewards for top performance.
Free local and international travel.
Free iPad upon reaching your first 12 clients.

Join us and become part of a dynamic team dedicated to helping individuals and families achieve financial peace of mind through innovative financial solutions.