Financial Advisor
Old Mutual
Total years of experience :0 years, 4 Months
Meet with clients to discuss their financial goals.
Explain to potential clients the types of financial services they provide.
Educate clients and answer questions about Life and Funeral options and potential risks.
Recommend products to clients or select Policies on their behalf.
Help clients plan for specific circumstances, such as education, Funeral, Life or retirement
Monitor clients’ accounts and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having children.
Research investment opportunities