This role involves providing financial guidance and advisory services to clients, helping them achieve their financial goals and long-term security. You will work in a client-focused environment, building relationships while delivering investment and insurance solutions.

The position offers opportunities to develop a recurring income stream and grow within a structured mentorship and professional development framework.

It combines client acquisition, financial advisory, and relationship management, with an emphasis on long-term client engagement and income growth.

• Acquire clients through various prospecting strategies
• Review and assess prospective and existing client portfolios
• Propose investment and insurance solutions tailored to client needs
• Manage client relationships and support retention
• Respond to customer enquiries in a professional manner
• Service and review fin...