We are a successful agency of PAMB founded in 2005 by Mr Lee who is a professional life coach in Financial Services & Planning with more than 20 years of experience in the Industry.
We have a team of professional financial entrepreneurs that specializes in providing Protection, Savings & Investment Services to our clients by having a full range of products meeting their needs in Medical, Retirement, Unit Trust, Will writing & much more.
JOB DESCRIPTION:
1. To help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.
2. Analyze this information and present realistic, meaningful recommendations based on their clients' financial situations and goals.
3. Discuss many personal finance topics with their clients, including debt management, savings objectives and strategies, and personal and family budgeting.
4. Discuss investment strategies, estate planning considerations, protection planning through insurance, and retirement accumulation and distribution tactics.