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1

financial planner

  • Interview clients to determine clients’ assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Maintained an ongoing service with clients – which included regular phone calls and annual or 6 monthly review meetings depending on client requirements.
  • Phone calls to arrange appointments & ongoing service calls.
  • Prepared Plan Requests & Strategy papers for Para-planning team 
  • Administration including recording all activity – contacts made, pipeline business, completed sales. 
  • Maintaining all compliance requirements to a high standard   ensuring Compliance was correct and up to date on all customer files.         
2

financial planner

  • Solicit with potential clients about the importance of having a life insurance, endowment, medical, critical illness, personal accident, MLTA, annuity coverages right now.
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Interacted with prospects by asking appropriate open-ended questions to better understand needs and requirements.
  • Advice potential clients on ways to  protect their income against uncertainties, protect their family legacy during unfortunate event,
  • Advice potential clients on multiple investment plans which gives them a good return in the future.
  • Evaluated return-on-investment and profit-loss projections based on the Funds that are available at MCIS Life.
  • Completed strategic competitive analysis by assessing strengths and weaknesses of competitors.
3

financial planner

  • Educate prospects about importance of financial planning
  • Advise proper coverage options according to their needs and financial eligibility 
  • Run sales booth and cold-calls to increase leads
  • Perform after-sales service
4

financial planner

  • Prepare comprehensive financial plans to ensure clients meet their goals.
  • Customize financial plans according to clients’ changing needs.
  • Help clients implement their plans and carry out transactions.
  • Find and approach prospective clients.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.
  • Reviewing client plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan..
5

financial planner

  • Assisting individuals & corporate’s in arranging their finances with a view of achieving their retirement & risk goals.
  • Building & maintain investor relationships.
  • Advising on personal income tax.
  • Sourcing & cold calling on prospective clients for new business.