Part-Time Virtual Financial Consultant

We are seeking highly motivated and goal-oriented individuals to join our team as Virtual Financial Consultants.
In this role, you will provide financial advice and solutions tailored to clients' needs, helping them achieve their financial goals.
You will engage with clients virtually, leveraging digital platforms to build strong relationships and deliver exceptional service.
1.
Conduct virtual consultations to understand clients' financial needs and objectives.
2.
Recommend suitable financial products, such as insurance, investments, and savings plans.
3.
Educate clients on financial planning strategies, including risk management, wealth accumulation, and retirement planning.
4.
Build and maintain long-term relationships with clients by providing regular follow-ups and reviews.
5.
Stay updated on financial industry trends, products, and regulatory requirements.
6.
Meet individual and team sales targets and performance goals.
7.
Use digital tools and platforms to manage client information and track progress.