Financial Advisor
Confidential
- Quezon City, PhilippinesQuezon Avenue, Quezon City, Metro Manila, PhilippinesQuezon CityMetro ManilaPhilippinesPhilippines
- PHP 15.000,00 - PHP 100.000,00 / bulanPHP1500010000015000MONTH
- Paruh waktuPART_TIME
Ditutup.
Deskripsi Pekerjaan
- 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
Kualifikasi Minimum
- 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;
Keahlian yang diperlukan
- Relationship Management
- Presentation Skills
- Sales and Marketing Knowledge
- Rapport Building
- Listening
- Referral Maximization
- Public Relations (PR)
Ringkasan Perkerjaan
- Tingkat Posisi
- Lulusan Baru / Junior
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Sometimes
- Alamat Kantor
- Quezon Avenue, Quezon City, Metro Manila, Philippines
Tentang Confidential
Financial Education
Savings
Protection
Unit Linked Investment