Financial service consultant-Insurance

Profile

      We are hiring for Financial service consultant, it’s essential to find someone who has the financial and client services skills necessary to give your clients the advice and support they need to reach their financial goals. Financial Service Consultant Job Responsibilities:Helps clients create financial plans to achieve their goals.Answers financial questions and addresses concerns.Responds to client calls and emails promptly.Builds long-term client relationships.Brings in new clients and manages a book of business.Analyzes market and economic trends.Stays up to date on relevant government policies.Maintains client confidentiality.Collaborates with other financial planners. Financial Service Consultant Qualifications and Skills:Develops strong client relationships and has excellent client services skills.Communicates financial information clearly and has strong written and verbal communication skills.Manages multiple client accounts simultaneously and has good time-management skills.Works well independently and with colleagues.

Company info

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