What are the responsibilities and job description for the Financial Advisor/Agent position at KOHR Financial & Insurance Services?
We are seeking Financial Advisor to join our team! We will deliver personalized investment and insurance solutions to help clients work towards their long-term financial objectives.
Responsibilities:
- Network and build relationships with new and existing client base
- Advise clients on investment, insurance strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
Qualifications:
- Previous experience in Insurance, Investments, banking, financing or other related fields
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills