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Financial Sales Consultant

1.00 to 10.00 Years   Lebanon   05 Jun, 2021
Insurance
2 Jobs Openings
Job LocationLebanon
EducationHigh school or equivalent
Salary$2,000 - $3,000
IndustryInsurance & TPA
Functional AreaNot Mentioned

Job Description

  • Developing financial plans to help clients achieve their long-term and short-term financial goals.
  • Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
  • Assessing how certain life changes and financial status changes affect clients? financial plans and adjusting such plans accordingly.
  • Traveling to clients? homes and places of business to consult with them.
  • Monitoring financial markets and economic conditions.
  • Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
  • Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
  • Researching suitable investment opportunities for clients.

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