RESPONSIBILITIES Financial Needs Analysis on various products / funds to determine risk calculations of shortfalls Attending Industry Related workshops, Seminars and Product Training Upload Client Financial Information onto Financial Products and there offering Quoting of Financial products with the different Product Providers a Team Good written and communications Skills Productive and Efficient Able to work independently Monthly
RESPONSIBILITIES Financial Needs Analysis on various products / funds to determine risk calculations of shortfalls Attending Industry Related workshops, Seminars and Product Training Upload Client Financial Information onto Financial Products and there offering Quoting of Financial products with the different Product Providers a Team Good written and communications Skills Productive and Efficient Able to work independently Monthly