
Strategic Financial Planning Director
1 day ago
Consolidated Hallmark Insurance Ltd seeks a seasoned Senior Financial Advisor to provide high-net-worth clients with customized financial strategies and insurance solutions. This role demands exceptional communication skills, business acumen, and a deep understanding of insurance products and market trends.
Key Responsibilities:
• Develop and maintain strong client relationships, leveraging expertise in insurance products and investment strategies.
• Analyze clients' financial situations, crafting comprehensive plans that address their unique needs and goals.
• Stay updated on industry developments, ensuring informed recommendations and solutions for clients.
• Mentor junior advisors, sharing knowledge and best practices to enhance team performance.
• Identify opportunities for business growth through networking and marketing initiatives.
• Ensure compliance with regulatory standards and internal policies, maintaining a secure and trustworthy environment for clients.
• Regularly review and assess clients' financial plans, making adjustments as necessary to align with changing goals and market conditions.
Requirements:
• Bachelor's degree in finance, business, economics, or a related field.
• Extensive experience in financial advising, particularly in the insurance sector (typically 5+ years).
• Strong understanding of insurance products, investment strategies, and financial regulations.
• Professional certifications (e.g., CFP, ChFC, CLU) are highly desirable.
• Proven track record of building and maintaining client relationships.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.
• Proficient in financial planning software and tools.
• Strong organizational and time management skills.
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