Financial Advisor

Financial Advisor (Blue Star X program - to be young financial advisor)

We are looking for new young financial advisor who are willing to learn a new thing and self-improvement for future to educate everyone to achieve financial goals .

With this project we are classify a program to help candidates to be IFA (Insurance & financial advisor) within 3 or 6 months by this project including plan to promote to be young Manager.

**This job is not for  Employee Mindset**

• Present & Sale financial tools such as all insurance products, stocks , Mutual Funds that received information from customers to develop strategies for meeting clients' financial goals.
• Manage strategic portfolio by analyzing, building, and maintaining relationship with preferred customers.
• Advising strategies for customers in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Contacting customers regularly to discover changes in their financial status.
• Building team and Manage member your team to success.
• Achieve individual assigned target.

• Bachelor’s degree in any related fields
• Age 27-35 yrs
• Positive Thinking
• Good customer service skills—must be comfortable speaking with others
• Good communication and ability to work cross functionally and teamwork
• Good analytical and leadership skills
• Proficient in Word, Excel, Outlook, PowerPoint, Canva, Google Drive.
• Flexibility with work schedule according to needs (including nights, weekends and holidays)
• Self-employment
• Active person
• Self-improvement

• Staff training and development
• Scholarship/ education allowance
• Accident Insurance
• Flexible working hours
• Annual trip or party
• Attendance bonus or other special compensation
• Performance/results-based bonus
• Annual bonus
• Annual bonus of 4 month(s)