Smart Financial Planners

Role Overview As an Insurance Advisor, you will lead client facing insurance advisory and servicing. You will conduct protection needs analysis to design Family Insurance Portfolios (FIPs) that align with client risk profiles and life goals. The role includes onboarding…

Role Overview As a Financial Advisor you’ll be responsible for advising clients on life stage based investment and insurance planning using a consultative and data driven approach. You will serve as the client’s financial ally, presenting personalized Family Investment Portfolios…