Are you feeling the urge for a career change that offers more flexibility, an entrepreneurial edge, and the potential for boundless financial success? Look no further! Our Client Advisor role presents the ideal blend of these qualities, providing you with a rewarding and dynamic career in financial consultancy. Embrace this opportunity to step into a world where your skills are valued, your ambitions are supported, and your earning potential knows no limits. Join us today and unlock a path to a fulfilling and prosperous future.

Key Responsibilities:

• Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.
• Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.
• Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.
• Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.
• Client Network Building: Establish and maintain strong relationships with a growing client base.

Benefits & Perks:

1. Tailored Training: Comprehensive 14-week mentorship program facilitated by both our esteemed Director and Manager and a suite of training programs aimed at equipping you with indispensable financial knowledge at every stage of your career
2. Attractive Schemes: Incentives for top performers
3. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Obtained a polytechnic diploma, Junior College certification or degree in any field.
• Driven by results and motivated by performance-based rewards.
• Strong interpersonal skills with a passion for empowering others financially.