Financial Planner
APEX (Alliances Pursuing Excellence - an affiliate of FWD-SGA)
- Taguig, Philippines10F Del Rosario Law Centre 21st drive corner 20th drive BGC, Taguig, Metro Manila, Philippines, Taguig, Metro Manila, PhilippinesTaguigMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Posted 2 months ago and deadline of application is on 30 Jan
Recruiter was hiring 20 hours ago
2022-11-29T07:27:27.046333+00:002023-01-30T16:00:00+00:00Job Description
- Help clients plan for their short and long-term financial goals.
- Recommend products and services based on client's needs and wants.
- Execute and negotiate follow through of implementation vehicles such as insurance, investments, estate planning and the like.
- Does post-sale client servicing.
Minimum Qualifications
- At least 2 years work experience in business or sales
- Proven track record of success in sales or business
- Good communication skills
- Current or last income of P20,000 and above
- At least 2 years stay in present address
- Good interpersonal skills
- Proactive and innovative
- Coachable, Results-driven and Competitive.
Perks and Benefits
Flexitime
Retirement Benefit Plans
Performance Bonus
Medical / Health Insurance
Life Insurance
Other
Basic Commisions
Cash Incentives
Quarterly Volume Bonus
Quarterly Persistency Bonus
Local / Foreign Incentive Trip
Required Skills
- Business Development
- Customer Service
- Communication Skills
- Computer Literate / Basic Computer Skills
- Handling Objections
- Closing Sales
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 10F Del Rosario Law Centre 21st drive corner 20th drive BGC, Taguig, Metro Manila, Philippines
- Industry
- Financial Services, Real Estate, Coaching, Sales and Marketing
- Vacancy
- 12 openings
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About APEX (Alliances Pursuing Excellence - an affiliate of FWD-SGA)
APEX (Alliances Pursuing Excellence) is an organization of successful sales and marketing professionals whose vocation is to develop and empower leaders within the team, by creating an environment where one can experience long-term success while enriching the lives of people through financial coaching.
APEX (formerly FWD Castrence and Associates) is also an agency under Salientes-Gonzalez Associates of FWD Philippines.