Senior Wealth Advisor
3 days ago
Are you a motivated and experienced Senior Wealth Advisor looking for a new challenge? We have an exciting opportunity available at Discovery Limited.
About UsWe are a forward-thinking company that is passionate about innovating and making a positive impact in society. Our goal is to help our clients achieve financial success while also making a meaningful difference in their lives.
Job OverviewThis role is responsible for consulting with existing clients to offer specialist advice on their current products, benefits, and/or fund selection. Key Responsibilities include:
- Conducting regular reviews of clients' policies to determine if adjustments are needed due to personal or financial changes.
- Providing clients with expert guidance on new and existing products, benefits, and services.
Required Skills and Qualifications:
- A strong understanding of Financial Planning and the insurance industry.
- Excellent communication and interpersonal skills.
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