Work From Home Set upII Massive Hiring Financial Advisor II Metro Manila

Private Advertiser; Metro Manila; À distance; PHP 300 000 - 600 000; Plein temps

Résumé du poste

Private Advertiser in Metro Manila is seeking a driven financial professional to identify and develop client relationships, assess goals, and recommend suitable financial solutions. You will explain product features, assist with applications, and maintain ongoing client communication to achieve sales targets.

Stay informed on market developments and regulatory changes, while upholding confidentiality and ethical standards in all client interactions.

Responsabilités

• Identify and develop relationships with potential clients through networking, referrals, and other prospecting activities.
• Assess clients' financial goals, needs, and priorities.
• Recommend suitable financial solutions, such as life insurance, savings plans, investment-linked products, retirement planning, and other financial products authorized by the company.
• Explain product features, benefits, costs, risks, and applicable terms clearly and accurately.
• Build and maintain long-term relationships with clients through regular communication and follow-ups.
• Assist clients with applications, documentation, and policy or account servicing.
• Meet individual sales and business development targets.
• Stay updated on financial products, market developments, and relevant industry regulations.
• Maintain professionalism, confidentiality, and ethical standards in all client interactions.

Description du poste

Key Responsibilities

• Identify and develop relationships with potential clients through networking, referrals, and other prospecting activities.

• Assess clients' financial goals, needs, and priorities.

• Recommend suitable financial solutions, such as life insurance, savings plans, investment-linked products, retirement planning, and other financial products authorized by the company.

• Explain product features, benefits, costs, risks, and applicable terms clearly and accurately.

• Build and maintain long-term relationships with clients through regular communication and follow-ups.

• Assist clients with applications, documentation, and policy or account servicing.

• Meet individual sales and business development targets.

• Stay updated on financial products, market developments, and relevant industry regulations.

• Maintain professionalism, confidentiality, and ethical standards in all client interactions.