Welcome to The Next Generation of Insurance & Wealth Creation Professionals.
With over 100 years' of industry management experience dedicated to your personal success, structured development paths and mentorship programs; there is no better platform available in the market for new entrants. If building your own professional and profitable business prac...
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The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Ability to present convincingly
Ability to pitch fluently
Proven skill at selling
Ability to effectively plan, organize, and manage time
Entrepreneurial mindset and tenacity
Exceptional interpersonal skills and an established client network
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