Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
