Financial Advisor

Insurance
Trinidad and Tobago
March 9, 2024
Permanent Full Time
Urgent
Apply Now

Job Description

Are you passionate about finance and helping others achieve their financial goals? We are seeking talented individuals to join our dynamic team of Financial Advisors.

Responsibilities:

  • Provide comprehensive financial planning and investment advice to clients
  • Assess clients’ financial situations and develop customized strategies
  • Educate clients on investment options, retirement planning, insurance and tax strategies
  • Build and maintain strong client relationships

Requirements 

  • Proven experience in Sales OR
  • Bachelor’s degree in Finance or related field
  • Must own a vehicle
  • Excellent interpersonal and communication skills
  • Ability to work alone and as part of a team

Why Join Saad Baksh Branch?

  • Competitive and attractive commission structure
  • Extensive training and professional development opportunities
  • Access to a wide range of industry-leading financial products
  • Supportive and collaborative work environment
  • Opportunity for career growth and advancement