Financial Planning Manager – Direct Channel

Job Description

Job Title: Financial Planning Manager – Direct Channel

Job Role: As a Financial Planning Manager in the Direct Channel, you will lead our team in offering comprehensive financial planning services. Drive sales through strategic planning, client engagement, and relationship building. Your role focuses on achieving financial goals and ensuring client satisfaction through the direct sales channel.

Qualifications:

Mandatory graduation, with a preference for a degree in finance or related fields.
Proven experience in successful field sales and financial planning.
Strong communication, analytical, and leadership skills.
Benefits:

Competitive salary with performance-based incentives.
Comprehensive health and wellness benefits.
Retirement savings plan with employer contributions.
Ongoing training and professional development opportunities.
Generous paid time off and flexible scheduling options.
Opportunities for career advancement within the organization.

Contact Person 92652 97550