Financial AdvisorStargazer Lily

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Benefits of Financial Advisor
Performance-based income and bonuses
Free world-class training programs
Flexible hours
Job Qualifications
Good communication and interpersonal skills
No sales background required
Full time and part time positions are available
Fresh graduates are also welcome to apply
An exciting compensation package with bonuses awaits qualified candidates
Conduct financial needs analysis and annual policy review.
Provide financial planning and support to clients in order to help them achieve their financial goals.
Recommend the appropriate financial product in order to meet the goals of your clients.
Job Description
PROSPECTING. List down friends, family, relatives and colleagues who need investments, life insurance, health card, car insurance and more.
SETTING APPOINTMENT. Contact your prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop.
BUILDING RAPPORT. Take time to know client.
NEEDS ANALYSIS. Identify the needs and wants of the client.
SOLUTION PRESENTATION. Present a financial product that solves the needs of the client.
HANDLE OBJECTIONS. Acknowledge those objections and respond properly.
ASK FOR REFERRALS.
POLICY DELIVERY. In this process you discuss what are the benefits of the policy preferably with the beneficiaries.
ANNUAL REVIEWS. Regularly provide continuous after sales service in order to get new client referrals and repeat business.