Financial Associate Consultant Advisor
1 week ago
Access clients’ financial situation and customising solutions to help them achieve their financial objectives
- Manage and track a healthy sales pipeline and investment portfolio
- Prepare reports by collecting, analysing, and summarising information
- Maintain close relationship with clients to enable continued rapid growth of the organisation and future programs
- Scope client needs and identify current and future opportunities based on our product
- Work closely with the team to ensure high satisfaction level of partners
**Job Types**: Full-time, Permanent
**Salary**: $3,000.00 - $5,000.00 per month
Schedule:
- Flexible hours
Supplemental pay types:
- Commission pay
- Performance bonus
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