Financial Advisor

Insurance Advisor Responsibilities:

• Meeting with clients.
• Offering specialized financial guidance and advice.
• Completing financial needs analyses.
• Creating and explaining customized plans.
• Utilizing knowledge of tax investment strategies.
• Assessing clients' financial portfolios.
• Analyzing clients' risk. -Encouraging clients to invest in the future.

Insurance Advisor Requirements:

• Bachelor’s degree in finance or SPM, Diploma or Certificate .
• A license issued by the state 
• Strong verbal and written communication skills.
• A professional appearance.
• On-going training in the latest products and benefits.
• Attendance at product launches and seminars.
• Compliance according to state regulations and policies.