As Personal Wealth Specialist, you will advise prospects/clients on setting personal financial goals, strategies and financial planning.
- Playing a vital role in helping individuals, families and businesses realize their financial dreams.
- Advises prospects/clients on setting personal financial goals, strategies and financial planning.
- Providing a diverse portfolio of financial products to help meet short and long-term goals.
- Working with new and current clients to help them reach their protection, savings and retirement goals by using our proven financial strategies.
- Networking with individuals throughout the community and continuously prospecting and recruiting.
- Providing high quality policyholder service and public relations
- Candidate must possess or currently pursuing a Diploma or Bachelor's Degree any field
- Candidate has interest in entrepreneurship exposure and interacting with people.
- Candidate with good attitude, committed and willing to learn