Negotiable
Hybrid - Makati
No Exp Required Diploma Freelance
Employee Recognition and Rewards
Commission, Performance Bonus, Incentives
Insurance Health & Wellness
Life Insurance, HMO
Benefits
Full mentorship provided
The Catch? You have to be willing to outwork your excuses!
Description
Provide personalized financial advice to clients to help them achieve their financial goals.
Assist clients in wealth management decisions, including investment and retirement planning.
Generate leads and build a diverse client portfolio through networking and referrals.
Deliver engaging presentations and educational workshops to inform clients about financial products and services.
Maintain strong relationships with clients by providing after-sales care and ongoing support.
Close sales by assessing client needs and offering appropriate financial solutions.
Requirements
Hardworking
Driven
Skills and Competencies: Strong leads generation abilities and networking skills.
Qualities and Traits: Excellent presentation skills with the ability to communicate complex financial concepts clearly.
Qualities and Traits: Strong interpersonal skills with a dedication to customer service and support.
