Financial Advisor
Quezon City, Philippines
4d ago

The Offer

  • Develop your career within a well-known international firm
  • Autonomy to plan your work hours
  • Attractive performance based incentives
  • The Job

    You will be responsible for :

  • Assessing newly acquired client's financial goals and developing a plan with recommended products that will help them to achieve it.
  • Managing relationships with clients, monitoring plans and conducting regular follow-ups with them.
  • Hustling to achieve sales targets and business objectives.
  • Developing strong internal relationships to enhance service delivery
  • Ensuring all practices are in line with internal guidelines and statutory requirements.
  • The Profile

    You have a degree and at least 1 year experience in a Sales role, ideally within Financial Services. You are a fast learner , result driven and will do what it takes to achieve targets.

    You have excellent interpersonal skills with ability to build strong networks and relationships easily. You are able to work independently with minimal supervision.

    The Employer

    Our client is a renowned player in the insurance industry, offering a wide range of services and committed to putting their clients first.

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