Financial Consultant

Job Description:

Look for and talk to possible prospects and ask for referrals

Set appointments from warm market or referred leads.

Educate prospects by assessing their current situation and provide need based solution on protection, savings, investment, retirement, estate and businesses

Attend trainings and meetings to be well-versed on our products and know how to provide great service.

Report to direct manager on agreed time and date for coaching and mentoring.

Invite friends and colleagues to attend company sponsored events and forums

Monitor existing clientele and provide annual service.