... financial needs assessments for clients, focusing on life insurance, long-term insurance ... representatives to identify their financial needs, engage internal specialists ... enhance capabilities in financial advising, particularly in insurance, wealth management, ...
a month ago
... review their portfolios, providing professional financial advice and offerings. Prospect ... with clients. Develop comprehensive financial plans tailored to individual clients ... for cross-selling and upselling financial services. Network with professionals, ...
a month ago
... , and effectively manage all financial or insurance related facets of the buying ... : Management and control of Financial and Insurance income and expenditure. Ensure budget ... Managers and Salespeople, finance and insurance companies. Ensure timeous contact with ...
27 days ago
... and coordinate appointments for the Financial Advisor with clients. Prepare and ... transactions related to investments, insurance, and financial planning.Compliance and Regulations: ... forms of communication for the Financial Advisor. Organize and maintain office ...
13 days ago
... responsible for overseeing the companys financial management, planning, and reporting ... Scorecard performance reviews Presentations Insurances Investments Opening up of ... Accounting Consultants Management of Business Advisors Public Liability Job Experience & ...
14 days ago