Description
The Financial Representative at Name is responsible for addressing the financial needs of middle-income clients, focusing on risk protection, financial security, and wealth creation. This involves educating clients, analyzing their needs, and recommending suitable, ethical, and client-focused solutions. The role requires identifying target markets, developing marketing plans, prospecting for clients through networking, and securing appointments for sales and service. Additionally, the representative will sell insurance and investment solutions, maintain client relationships, and continuously develop professionally. Accurate record-keeping and community engagement are also key aspects of this position.
