Financial Services Professional
4 weeks ago
Key Responsibilities:
- Develop and implement financial plans that cater to clients' unique goals and objectives.
- Supervise and guide a team of professionals to ensure seamless client service delivery.
- Analyze and interpret clients' financial records to identify opportunities for growth and improvement.
- Provide expert advice on cash management, insurance coverage, investment planning, retirement, and estate planning to clients.
- Promote and arrange the sale of financial products and investments that align with clients' needs and preferences.
- Benefits:
- Dental plan
- Permanent work arrangement
- 40 hours of work per week
- Work Language: English
Company Overview:
F R C TRANSPORT LTD is a reputable organization seeking a highly skilled and experienced professional to join its team as an Account Manager.
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