Financial Professional -

Profile

Financial Professional
Duties: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives. Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. Contact clients periodically to determine if there have been changes in their financial status. Provide knowledgeable, objective financial guidance and customize to consumer segments that demand high-quality service. Sell financial products and services including life insurance, annuities and investment options.

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