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Personal Financial Security Consultant

3 weeks ago

Dana Point, California, United States The Fadil Group Full time
Job Responsibilities

As a Client Specialist, you will engage with clients to understand their comprehensive financial needs, providing tailored strategies to safeguard their assets and income. You will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Regularly reviewing and updating clients' financial plans and insurance policies will be crucial to ensure continuous protection.