Personal Finance Advisor
5 days ago
Job Summary
As a Personal Finance Advisor at PSG Insure, you will work closely with clients to understand their financial needs and develop customized personal finance plans. This role requires strong analytical and communication skills to effectively advise clients and manage their finances.
Main Responsibilities
- Client Financial Planning:
- Meet with clients to discuss their financial goals and risk tolerance.
- Develop comprehensive financial plans and strategies.
- Provide ongoing advice and portfolio adjustments.
- Identify and pursue new business opportunities.
- Build relationships with potential clients through networking and marketing initiatives.
- Maintain regular contact with clients to review their plans and provide updates.
- Ensure high levels of client satisfaction and retention.
- Adhere to all regulatory requirements and industry standards.
- Ensure all client interactions and transactions are compliant.
- Work closely with the administrative team to handle back-office tasks.
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