Financial Consultant

A Financial Consultant specializing in life insurance helps individuals and businesses make informed decisions about financial planning, including life insurance, investments, and retirement strategies, by assessing their needs and recommending tailored solutions.

Training will be provided for the following:

Financial planning, including investment and retirement strategies
Life insurance products (term, whole life, universal life)
Investment recommendations based on client goals
Retirement planning strategies
Client relationship management
Industry regulations and market trends