Investment Strategist
4 days ago
About Juner Financial Services
We are a financial broker dedicated to offering expert financial services and assistance in insurance and investment. Our goal is to provide individuals with the knowledge and tools they need to achieve their long-term financial objectives.
Role Overview
This full-time on-site role for a Financial Advisor involves bringing in business for funeral covers, investments, and providing financial advisory services. The ideal candidate will possess excellent communication skills and have experience in sales.
Key Responsibilities
- Establish strong relationships with clients to understand their financial goals and needs.
- Analyze client data to develop personalized investment strategies.
- Provide ongoing support and guidance to ensure clients remain on track to meet their financial objectives.
- Continuously develop and enhance product knowledge to stay up-to-date with market trends and developments.
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