- With managerial and people skills.
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- With 1-3years experience in any managerial field
- Good communication and presentation skills
- Ammenable to attend trainings in Makati, City
Perks and Benefits
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Performance Bonus
- 10% Override on your direct recruits
- Sales and Marketing Knowledge
- People Management
- Public Relations (PR)
- Job level
- Mid-Senior Level / Manager
- Job category
- Management and Consultancy
- Educational requirement
- Bachelor's degree graduate
- Recruiter response to application
- Office Address
- Alexandrite3 Branch Tower 6789 Ayala Avenue
- Financial Services
- 100 openings
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.