Financial Advisor
1 week ago
We are seeking a highly motivated Financial Advisor to join our team at Income Insurance Limited. As a key member of our sales team, you will play a crucial role in helping customers achieve greater financial competency by providing sound advice on the best financial products to meet their needs.
Key Responsibilities:
- Conduct comprehensive financial needs analyses for customers, identifying opportunities to provide tailored solutions.
- Maintain long-lasting relationships with existing and potential customers, capitalizing on referrals from our direct marketing and servicing teams.
- Work closely with Branch Services colleagues to leverage referrals and increase sales conversion.
About the Role:
This is a full-time, permanent position at Income Lite branches, offering a competitive basic salary of $4500 per month, attractive sales incentives, and comprehensive employee benefits. Our training and career progression opportunities ensure that you have every chance to succeed in your career as a Financial Advisor.
Requirements:
No prior experience is required for this role, but we welcome candidates with a diploma or degree in any field. CMFAS certifications M5, M9, M9A, HI, BCP, PGI are preferred but not necessary. What matters most is your strong interpersonal skills, passion for helping customers achieve greater financial competency, and motivation by performance-based incentive structures.
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