Responsibilities

• Provide personalized financial advice to clients
• Analyze clients' financial status and develop tailored plans
• Monitor investment portfolios and recommend adjustments
• Educate clients on financial products and strategies
• Build and maintain strong client relationships
• Stay updated on market trends and regulations
• Achieve sales targets and contribute to team goals

Qualifications

• Educational Qualifications: High/Senior High School Diploma required.
• Experience Level: No previous experience required; entry-level position.
• Skills and Competencies: Strong interpersonal and communication skills; willingness to be trained; coachable and obedient.
• Working Conditions : Work anytime, anywhere.Design your own calendar.
• Qualities and Traits: Trustworthy, attentive, proactive, and committed to co...