Protection and Wealth Manager
4 days ago
**Required Skills and Qualifications**
To succeed in this role, you will need:
- A deep understanding of insurance products and wealth management concepts;
- Excellent technical skills, including ability to analyze complex data and identify opportunities;
- Strong communication and interpersonal skills, with ability to work effectively with diverse stakeholders;
- Proven experience in insurance sales, product development, or related fields;
- A bachelor's degree in a relevant field, such as finance, accounting, or business administration;
- Certifications or designations in insurance or wealth management, such as CFP or CLU.
You should also possess a passion for insurance and wealth management products, with a desire to continuously learn and grow in your career.
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