Financial Advisor/Agent Job at KOHR Financial & Insurance Services, Seal Beach, CA 90740

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Job Description

We are seeking Financial Advisor to join our team! We will deliver personalized investment and insurance solutions to help clients work towards their long-term financial objectives.


Responsibilities:

  • Network and build relationships with new and existing client base
  • Advise clients on investment, insurance strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients

Qualifications:

  • Previous experience in Insurance, Investments, banking, financing or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills

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