Executive Financial Advisor
AXA Philippines | Wonderful World
- San Juan, PhilippinesSan Juan, Metro Manila, Philippines, San Juan, Metro Manila, PhilippinesSan JuanMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Bán thời gianPART_TIME
Đã hết hạn 4 years ago
2019-12-08T08:16:04.221628+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- Talking to clients to determine their habits, expenses, income, financial objectives, and other information vital to developing a financial plan and strategies. This includes answering all relevant questions they may have
- Providing clients with specialist advice on practices to help them reach their financial objectives.
- Researching marketplace and recommending the most appropriate financial product or service available to the client.
- Preparing and interpreting financial documents, investment performance reports, as well as income projections to clients.
- Implementing financial plans chosen by client.
- Providing periodic updates on the performance of investment portfolios.
- Building and managing a client database.
- Meeting team’s KPIs.
Trình độ tối thiểu
- Preferably a degree in finance, business management, marketing, or any related field, but open to all graduates of any field of study.
- Have a track record of professional success.
- Self-motivated, highly driven and have an entrepreneurial personality.
- Have an ability to think critically and use sound judgment when serving clients.
- Have the ability to explain complex information simply and clearly.
- Strong research and analytical skills
- Strong communication, negotiation, and presentation skills.
- Proficient in using computers for various tasks.
Đặc quyền và lợi ích
Flexitime
Work from Home
Medical / Health Insurance
Medical, Prescription, Dental, or Vision Plans
Performance Bonus
Free Lunch or Snacks
Recruitment / Signing Bonus
Kỹ năng cần thiết
- Relationship Management
- Training Facilitation
- Analyzing Data
- Interpersonal Skills
- Attention to Detail
- Time Management
- Problem Solving
Bằng cấp và Giấy chứng nhận
- Insurance Agent License
Tóm tắt công việc
- Trình Độ Công Việc
- Trình độ nhân viên cấp trung bình / cấp quản lý
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Always
- Địa chỉ văn phòng
- San Juan, Metro Manila, Philippines
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Về AXA Philippines | Wonderful World
AXA Philippines is one of the largest and fastest growing life insurance companies in the country, offering financial security to more than one million individuals through our group and individual life insurance products.
AXA has more than 4,000 financial advisers in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.