Financial Advisor (Hybrid) at Leadway Assurance Company

Job Summary

• we are looking for a result-driven Financial Advisor to be responsible for providing financial advice to prospective clients on retirement pension planning, investing in the future, saving for education, and life insurance protection.
• The Financial Advisor will generate leads, meet prospective clients, conduct financial needs analysis and make presentations.

Responsibilities

• Assessing prospective clients financial portfolios and analysing risk.
• Offering specialized insurance advise to prospective clients.
• Meeting with prospective clients to determine their financial objectives and risks tolerance.
• Offering strategic advice on products and services, such as investment, insurance coverage and risk management tools.
• Identifying potential clients to maintain a strong client base.