Minimum age 26 to 75
Financial consultant
1: Generate own lead generation
2: Fix appointment
3: Call to clients
4: Additional incentive available.
Responsibilities:
Assessing and analyzing the client’s financial situation and identify shortfalls
Assisting clients to establish investment objectives
Presenting clients financial plan with short- and/or long-term goals
Meeting with the client regularly to assess if recent life changes will affect the financial plan
Providing advice and recommendation on a variety of investment solutions
Providing quality pre- and post-sales services
Building a client base and identify prospective clients
Cultivating relationships with existing and prospective clients
Keeping a close eye on a company or client’s financial statements, cash flow, and other indicators of financial health.