Financial Planner | Part-time
APEX (Alliances Pursuing Excellence - an affiliate of FWD-SGA)
Taguig, Metro Manila, Philippines
1d ago
source : Kalibrr, Inc.

Job 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.
  • Step 2
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