Provide Financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare Financial Plans and check their accuracy.
Respond to prospective customer queries about financial planning
Assist in the development plans for the company.
Offer subject matter expertise to fellow Financial Advisors.
Assessing and analyzing the client’s financial situation and identify shortfalls
Assisting clients to establish investment objectives
Presenting clients financial plan with short- and/or long-term goals
Meeting with the client regularly to assess if recent life changes will affect the financial plan
Providing advice and recommendation on a variety of investment solutions
Providing quality pre- and post-sales services
Building a client base and identify prospective clients
Cultivating relationships with existing and prospective clients

Successful and admired life insurance company, which means that we are easiest to deal with, offer the best value for money, and set the standards in the industry. We offer a range of Individual and group insurance solutions that meet your various needs such as Protection, Pension, Savings & Investment, Health and more.