Financial Advisor

Financial Advisor

Join First Life Insurance as a commission-based Financial Advisor. Your role will provide expert financial guidance, build and maintain client relationships, and ensure regulatory compliance.

Key Responsibilities

• Client consultation to understand goals, needs, and risk tolerance.
• Gather and analyze financial information (income, expenses, assets).
• Develop customized financial plans and recommend investment strategies, insurance, retirement accounts.
• Advise on portfolio management and monitor clients’ portfolios for alignment with goals.
• Maintain long‑term client relationships via regular communication and support.
• Ensure compliance with industry regulations and stay informed about changes.
• Educate clients on financial concepts, market trends, and decision impacts; offer workshops or seminars.
• Identify and pursue new client acquisition opportunities; build refe...