Financial Service Consultant

Job Summary The Insurance Agent or Investment Specialist acts as a trusted financial partner, delivering holistic financial planning, investment advice, retirement strategies, and portfolio reviews to individuals and businesses via face-to-face and digital channels. Responsibilities Advise clients on insurance solutions that align with their financial security and long-term wealth goals Develop and implement comprehensive financial plans tailored to individual and business client needs Provide investment guidance to optimize client portfolios for growth and risk management Conduct retirement planning to help clients prepare for financial independence Perform ongoing portfolio reviews to adjust strategies based on market conditions and client objectives Engage clients through both in-person meetings and digital platforms to ensure accessibility and convenience Build and maintain strong client relationships to foster trust and long-term partnerships