Financial Advisor (Work From Home)

Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of salesProactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basisConducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goalsAnalyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needsProvides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decisionEnsures customer’s complete understanding of their major financial decision and discusses their full responsibility over the planAssists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiriesMust be willing to learn and adapt to the ever changing financial needs of clientsMeets the key performance indicators specified by the company including production and persistency