• Conduct financial needs analysis and annual policy review.
  • Provide financial planning and support to clients in order to help them achieve their financial goals.
  • Recommend the appropriate financial product in order to meet the goals of your clients.


  • College graduate from a reputable university
  • Good communication and interpersonal skills
  • Energetic and with a pleasing personality
  • No sales background required
  • Fresh graduates are also welcome to apply
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