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The Associate Financial Advisor role involves helping clients achieve their financial goals by assessing their financial needs, providing advice, and creating tailored financial plans and solutions.

The Commercial Insurance Specialist will focus on providing quality direct sales service to generate business from new and existing sources. Responsibilities include managing and growing a portfolio, conducting risk evaluations, selling insurance products, ensuring client satisfaction, and maintaining compliance with corporate governance.

The MFC Salaried Financial Advisor provides tailored advice and customer service, develops relationships with clients, and identifies new business opportunities. Responsibilities include analyzing customer needs, managing sales opportunities, and ensuring operational compliance.

The role involves providing sound financial advice to clients, identifying their financial needs, and creating tailored financial plans. Responsibilities include procuring new business and expanding sales with existing customers while primarily working on self-generated leads.

The OMF Financial Consultant is responsible for providing excellent client service and financial education, achieving sales targets through the marketing and selling of financial products. This role includes educating clients on credit use, managing lending collections, and building sustainable relationships with customers and other business units.

As an aspiring financial advisor, you will help customers achieve their financial goals through tailored advice and comprehensive financial planning. You will engage with clients to identify their specific needs and provide solutions based on their objectives.

The Commissioned Financial Advisor role at Old Mutual involves guiding customers towards their financial goals by understanding their needs and developing suitable financial plans. The position focuses on acquiring new clients as well as expanding services to existing customers, primarily relying on self-generated leads.