Financial Planner at Meridia analyzing clients' financial situations. Advising on solutions related to life insurance, savings, and retirement planning in a collaborative environment.
Responsibilities
Analyze clients' situations: finances, taxation, assets, and objectives.
Develop client relationships: retain clients, identify new opportunities, and respond to needs.
Advise and propose solutions: life insurance, savings, investments, retirement planning, and protection (e.g., disability coverage).
Requirements
No experience required — just motivation and curiosity.
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