Financial Wealth Planner
DSLIAB | Alexandrite 2
Makati, Metro Manila, Philippines
2d ago
source : Kalibrr, Inc.

Job Description

  • Explains the types of financial services to the clients
  • Assesses client’s financial situation to present a financial plan
  • Develops financial strategies by guiding the client to establish and achieve financial goals
  • Monitors client’s financial situation
  • Minimum Qualifications

  • 4 years College Graduate (Any Course)
  • Experience with Sales and Marketing is an advantage but not necessary.
  • Willing to work with a team of millenials
  • Have atleast 3 hours a day to dedicate to do the business
  • Must be residing or working in the general metro manila
  • Willing to be trained and coached
  • Possesses a good moral character
  • Apply
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