Financial Advisor at Prudential Zenith Life Insurance

Job Description

• A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning, investments, and insurance options.
• Their duties include meeting with clients to establish their needs and onboarding them into the company through giving them investment/insurance plans that suit their specific needs.

Responsibilities

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing and establishing progressive savings accounts
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Experience

• Candidates should possess 0 - 3 years of work experience.

Skills:

• In-depth understanding of employer, industry and federal regulations guiding the financial industry space.
• Knowledge of financial options, including investments, savings accountsoptions
• Proficiency with word processing, spreadsheet and power point.
• Thinking skills and the ability to assess clients’ needs
• Excellent communication abilities, including writing, speaking and active listening
• Effective sales, presentation and customer service skills
• Good organization and time management skills.

Remuneration

• Commissions
• Performance pays
• Incentives