Financial AdvisorZimmo Outsource Solutions, Inc

JOB DESCRIPTION
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
JOB QUALIFICATION
College Graduate preferably Marketing, Business, Banking, and Finance
Coachable and willing to undergo training
Possess good communication and presentation skills
Sales experience is a plus
OTHER JOB REQUIREMENTS
Education
Bachelor's/College Degree
Field of study
Business Studies/Administration/Management, Finance/Accountancy/Banking
Specialization
Banking/Financial
JOB BENEFITS
Analytical skill, Good interpersonal skills, Attention Detail