Financial Consultant

Alexandrite 2 Summit Life Insurance Agency - Team Nash; Makati; Sur place; PHP 279 000 - 446 000; Plein temps

Résumé du poste

A financial services agency in Metro Manila seeks a candidate to deliver personalized investment solutions and provide financial planning support to clients. Responsibilities include preparing financial plans, addressing inquiries, and supporting client relationships. Ideal candidates should hold a Bachelor's degree and possess strong interpersonal skills. Sales and marketing experience is a plus but not necessary.

Qualifications

• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Willing to be trained.
• Residing around Metro Manila or nearby provinces.
• Willing to be trained.
• Experience with Sales and Marketing is an advantage but not necessary.

Responsabilités

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare financial plans and check their accuracy.
• Address clients' inquiries and concerns.

Connaissances

Interpersonal skills

Understanding of the investment business

Sales and Marketing experience

Formation

Bachelor's degree (any course)

Diploma

Description du poste

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals in cultivating client relationships
• Prepare financial plans and check their accuracy
• Address clients' inquiries and concerns.

Requirements

• SSS Number
• TIN ID
• Valid ID
• Diploma

Qualifications

• Bachelor's degree (any course)
• Strong understanding of the investment business
• Excellent interpersonal skills
• Residing around Metro Manila or nearby provinces
• Willing to be trained
• Experience with Sales and Marketing is an advantage but not necessary.