Investment & Insurance Advisor
6 days ago
Key Responsibilities
- Client Needs Analysis: Perform in-depth financial health assessments, analyzing assets, liabilities, income, and existing insurance to understand a client's full financial picture.
- Financial Planning: Develop comprehensive, customized financial plans, including investment and insurance strategies, to help clients meet short- and long-term goals such as wealth accumulation, retirement, and risk protection.
- Product Recommendations: Provide personalized advice on a range of investment and insurance products, suggesting suitable solutions based on the client's needs, goals, and risk tolerance.
- Relationship Management: Build and maintain strong, long-term relationships with clients through regular meetings, ongoing support, and personalized communication.
- Portfolio Management: Monitor client investment portfolios, providing updates on market conditions and advising on adjustments to stay aligned with their financial objectives.
- Client Education: Educate clients on various financial products, investment strategies, market trends, and the importance of financial planning to empower informed decision-making.
- Business Development: Actively recruit new clients to grow the client base and expand the advisor's business.
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