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Job Post
Red Lion summit Life Insurance Agency

Financial Advisor

Red Lion summit Life Insurance Agency Posted: 4 Month Work From Home
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Description:
  • Assess and review the client's current financial situation, to be able to present an appropriate financial plan.
  • Discuss and explain the different types of financial services available to the client.
  • Develops effective financial strategies by guiding clients to establish and achieve their financial goals.
  • Consistently and continously monitor and update client's financial status.
  • Helping spread the importance of financial literacy
  • Offer solution such as investment, life insurance, critical illness, retirement fund, discipline savings, kid's education, estate planning, and wealth management, among others.
  • Helping clients regarding their financial planning needs and priorities

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