Financial Advisor (Blue Star X program - to be young financial advisor)
We are looking for new young financial advisor who are willing to learn a new thing and self-improvement for future to educate everyone to achieve financial goals .
With this project we are classify a program to help candidates to be IFA (Insurance & financial advisor) within 3 or 6 months by this project including plan to promote to be young Manager.
**This job is not for Employee Mindset**
- Present & Sale financial tools such as all insurance products, stocks , Mutual Funds that received information from customers to develop strategies for meeting clients' financial goals.
- Manage strategic portfolio by analyzing, building, and maintaining relationship with preferred customers.
- Advising strategies for customers in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Contacting customers regularly to discover changes in their financial status.
- Building team and Manage member your team to success.
- Achieve individual assigned target.