Job Description
Role Description
This is a part-time, remote role for a Financial Representative. Responsibilities include providing financial planning advice, assisting clients with insurance options, guiding retirement planning, supporting investment decisions, and delivering tailored financial solutions based on client needs and objectives. The role also involves monitoring financial trends and offering informed recommendations to help clients achieve their financial goals.
Qualifications
- Proficiency in Financial Planning and Retirement Planning
- Knowledge of Insurance and Investments
- Strong understanding of Finance principles
- Excellent communication and interpersonal skills to effectively interact with clients
- Ability to work independently and remotely
- Bachelor's degree in Finance, Economics, Business, or a related field (preferred)
- Previous experience in a financial advisory or similar role is an advantage
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