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Provide financial education and literacy coaching to clients. Offer solutions for life insurance, wealth building, income protection, and retirement planning.
Responsibilities
- Conduct financial education and literacy coaching
- Offer life insurance solutions (term & permanent options)
- Develop wealth-building and asset protection strategies
- Plan for income protection and family security
- Assist with retirement and legacy planning
- Perform personalized financial needs analysis
Qualifications
- Entry level position.