Financial Advisor
Confidential
- Quezon City, PhilippinesQuezon Avenue, Quezon City, Metro Manila, PhilippinesQuezon CityMetro ManilaPhilippinesPhilippines
- ₱15,000.00 - ₱100,000.00 / monthPHP1500010000015000MONTH
- Part timePART_TIME
Expired 6 years ago
2017-10-25T16:00:00+00:00Job closed.
Job Description
- Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences"
- Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client
- Decide how to build your practice by choosing your clients and the markets you want to pursue
- Solicit clients actively via telephone, mail, referrals, etc.
- Maintain proper documentation following preset guidelines established by compliance and management
- Comply with all industry rules and regulations
Minimum Qualifications
- Possess a commitment to professionalism, honesty and a strong work ethic
- Work independently as well as function as part of a team
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
Required Skills
- Relationship Management
- Presentation Skills
- Sales and Marketing Knowledge
- Rapport Building
- Listening
- Referral Maximization
- Public Relations (PR)
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Quezon Avenue, Quezon City, Metro Manila, Philippines
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About Confidential
Financial Education
Savings
Protection
Unit Linked Investment