Financial Advisor

Confidential


Be part of the leading insurer in the Philippines!

Job Description

The ideal candidate will deliver personalized financial solutions to help clients work toward their long-term financial goals.

Responsibilities

-Make and meet a list of prospects to discuss incomes, expenses, and financial objectives to be able to develop a financial plan.

-Walk clients through the process of investment and answer any concerns they might have by providing sound financial strategies.

-Manage clients’ portfolio

-Establish clients’ database

Qualifications

-Bachelor’s Degree in any field, preferably in finance and marketing
-With or without sales experience
-Strong will to learn and be trained
-Excellent interpersonal skills

What’s in it For You?

-Performance-based incentives
-Travel opportunities(local and international)
-Premier awards and recognitions
-Work part-time

Interested? Apply Now!

  • Uri ng trabaho


    Part-time


Apply

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