Financial Planning Specialist
3 days ago
About the Role
As a Financial Planning Specialist at PSG Insure, your primary responsibility is to provide expert financial advice to clients, helping them achieve their long-term goals. You will focus on building and maintaining strong relationships with clients, understanding their needs, and offering tailored solutions.
Main Responsibilities
- Client Advisory:
- Meet with clients to discuss their financial objectives and risk tolerance.
- Develop personalized financial plans and insurance strategies.
- Provide ongoing advice and adjustments to clients' portfolios based on market conditions and life changes.
- Identify and pursue new business opportunities to expand your client base.
- Network and build relationships with potential clients through various channels.
- Maintain regular contact with clients to review their plans and provide updates.
- Ensure high levels of client satisfaction and retention through exceptional service and support.
- Adhere to all regulatory requirements and industry standards.
- Ensure all client interactions and transactions are compliant with legal and ethical guidelines.
- Work closely with PSG Insure's administrative team to handle back-office tasks, including paperwork and record keeping.
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