Wealth Management Consultant

Namstar Assurance Agency

Role Description

This is a full-time role for an Insurance Wealth Consultant. As an Insurance Wealth Consultant at Namstar Assurance Agency, you will be responsible for providing financial planning advice, conducting financial analyses, and offering retirement planning solutions to our clients. You will also be responsible for recommending and marketing investment products and consulting with clients on their financial needs.


  • Financial Planning and Finance skills
  • Retirement Planning and Investments expertise
  • Consulting experience in the financial industry
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Ability to work effectively in a team
  • Bachelor’s degree in Finance, Economics, Business, or a related field
  • Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plusNdola

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