Financial Services Specialist
3 weeks ago
Financial Advisor Role at Profession Hub
Profession Hub is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for analyzing clients' financial status, providing expert guidance on different financial services and products, and creating customized financial plans.
Key Responsibilities:
- Understand clients' financial needs and goals.
- Determine clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
- Advise clients on insurance coverage, investment planning, cash management, and other areas to help them reach their financial goals.
- Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
- Manage and regularly update clients' portfolios.
- Communicate with clients to stay informed about their financial status and build a strong client base.
Requirements:
- Valid driver's license with own transport.
- Aged 23+.
- Knowledge of the insurance industry.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Sense of ownership and pride in performance and its impact on the company's success.
- Critical thinking and problem-solving skills.
- Team player.
- Good time-management skills.
- Great interpersonal and communication skills.
- Analytical thinking skills and ability to assess clients' needs.
- Excellent communication abilities, including writing, speaking, and active listening.
- Effective sales, presentation, and customer service skills.
- Good organization and time management skills.
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