Traveling Financial Security & Investments Advisor
SISIP Financial
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Job summary
SISIP Financial's Financial Security Advisor, Life Insurance and Investment Funds develops a personal business plan to ensure effective management of existing client and partner relationships with CAF members. You travel to bases to deliver presentations and deepen relationships while developing strategies with management in assigned territories.
You will build client growth plans, conduct discovery, and provide investment advice and insurance solutions aligned with clients' goals and regulatory
Qualifications
- Experience in financial planning and investment services.
- Ability to build and maintain client relationships.
- Proven track record in organizing and delivering presentations.
- Experience providing investment advice.
- Experience in preparing written financial plans.
- Experience in life and disability insurance services.
Responsibilities
- Travel to Base/Wing/Unit to deliver presentations and deepen partner relationships for CAF members.
- Develop and implement a business plan with strategies, activities and goals for client growth and COI development.
- Conduct comprehensive client discovery to understand goals, needs and financial situation.
- Provide investment advice and monitor portfolios in line with the Financial Plan.
- Perform Insurance Needs Analysis and enroll members in suitable insurance solutions.
Skills
Education
Job description
SISIP Financial's Financial Security Advisor, Life Insurance and Investment Funds develops a personal business plan to ensure effective management of existing client and partner relationships with CAF members. You travel to bases to deliver presentations and deepen relationships while developing strategies with management in assigned territories.
You will build client growth plans, conduct discovery, and provide investment advice and insurance solutions aligned with clients' goals and regulatory
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