Job ResponsibilityFinancial planners assist people dealing with various personal financial issues. We are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. We advise a strategy tailored to the client's needs.
Mainly, we promote, sell and provide advice on various insurance policies such as life insurance, health insurance, accident insurance and fire insurance to individuals and organisations. We work as intermediaries between individuals or organisations and insurance companies, and negotiate the best insurance policies for the clients, arranging insurance cover where needed. We engage with new prospective clients, provide them with quotes for their policy needs, assist them in the signing of new insurance contracts and propose specific solutions to their specific problems.
Job RequirementsJob BenifitsTo be advice
