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

OWMxVlh4NERMRGVGNmVzMVhUejRmdz09

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

Similar Jobs

United States Postal Service

Computer Anlyst/prgmr Assoc Job at United States Postal Service

Fingerprint check, state and county checks). Experience designing and developing event/message based application services using a message queue (e.g. Apache.

Express Flooring

Inside Sales Specialist Job at Express Flooring

The primary objective of the Inside Sales Specialist is to be a direct representative capable of making sound decisions on behalf of Express. This individual is responsible for generating additional

Wasabi Ankeny

Dishwasher/ Prep Job at Wasabi Ankeny

NO EXPERIENCE NECESSARY! WE WILL TEACH QUALIFIED APPLICANTS.Wasabi Ankeny is a busy restaurant with amazing sushi and other Asian cuisines. We strive to be the best in the industry (voted best sushi

Foster Farms

Director of Construction Engineering Job at Foster Farms

Company Description Foster Farms has been serving families since 1939. Since the founding days, Foster Farms has always been committed to providing consumers with the highest-quality,

Wyndham Destinations

Bilingual Call Center Representative Job at Wyndham Destinations

Wyndham Destinations is currently seeking qualified candidates for the position of Bilingual Japanese Inbound Customer Service Representatives in Las Vegas,