Financial Planning Executive (Full Time/Part time)
Multinational company
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Colombo
Sri Lanka
Posted: Jul 07, 2025
Salary: Rs 75,000/=
Closes: 2025-08-09
Job Description
Our Company is a leading insurance provider dedicated to helping individuals and families achieve financial security and peace of mind. We're seeking a talented Financial Planning Executive to join our team!
Requirements
Responsibilities:* - Build relationships with clients and understand their financial goals - Assess clients' financial needs and provide personalized insurance solutions - Develop and implement financial plans tailored to clients' objectives - Meet sales targets and contribute to the growth of the company - Stay up-to-date with industry trends and regulatory changes