Financial Advisor
Confidential
- Quezon City, PhilippinesQuezon Avenue, Quezon City, Metro Manila, PhilippinesQuezon CityMetro ManilaPhilippinesPhilippines
- 15.000,00 PHP - 100.000,00 PHP / monthPHP1500010000015000MONTH
- Bán thời gianPART_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- 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
Trình độ tối thiểu
- 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;
Kỹ năng cần thiết
- Relationship Management
- Presentation Skills
- Sales and Marketing Knowledge
- Rapport Building
- Listening
- Referral Maximization
- Public Relations (PR)
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Sometimes
- Địa chỉ văn phòng
- Quezon Avenue, Quezon City, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 10 vị trí tuyển dụng mới
- Trang web
- https://www.prulifeuk.com.ph
Về Confidential
Financial Education
Savings
Protection
Unit Linked Investment