Financial Services Professional

12 hours ago


ValdeReuil, Normandie, United States The Pelora Group Full time
About The Pelora Group

We are a community of professionals dedicated to helping individuals and families achieve their financial goals. Our team is passionate about building lifelong relationships and providing expert guidance to help our clients navigate the complexities of financial planning.

Job Summary

We are seeking a highly motivated and experienced Financial Services Professional to join our team. As a key member of our team, you will be responsible for developing personalized financial strategies, conducting regular assessments of clients' investment portfolios, and providing expert advice on retirement planning, investment options, and insurance solutions.

Responsibilities
  • Develop and implement comprehensive financial plans tailored to clients' unique needs and goals
  • Conduct regular portfolio reviews to ensure alignment with clients' financial objectives
  • Provide expert guidance on investment options, insurance solutions, and retirement planning strategies
  • Build and maintain strong relationships with clients to understand their evolving financial needs
  • Stay up-to-date on industry trends and regulations to provide clients with accurate and timely information
Requirements
  • Valid Life and Health Insurance License
  • 1-3 years of experience in Financial Services
  • Strong understanding of investment products and financial planning principles
  • Excellent communication and interpersonal skills
What We Offer

As a member of our team, you will have the opportunity to work with a dynamic and supportive community of professionals who are passionate about helping our clients achieve their financial goals. We offer a collaborative and inclusive work environment, ongoing professional development opportunities, and a competitive compensation package.



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