Financial Consultant

Job Description

HCBS Life is seeking motivated and client-focused individuals to join our team as Financial Consultants.

In this role, you will work closely with individuals and families to understand their financial goals and provide suitable financial planning solutions. Through structured training and mentorship, you will develop expertise in client relationship management, financial planning, and advisory services.

This opportunity is suitable for individuals seeking a long-term professional career in the financial services industry.

Key Responsibilities

• Build and maintain professional relationships with clients
• Conduct financial needs analysis and identify suitable planning strategies
• Assist clients in areas such as protection, savings, retirement, and wealth accumulation planning
• Prepare and review financial planning recommendations based on clients' objectives
• Provide ong...