Financial Advisor
Philam Life Insurance - Cuaso Associates Agency
Makati, Metro Manila, Philippines
5d ago
source : Kalibrr, Inc.

Job Description

  • Providing financial advise based on clients' financial and protection needs;
  • Acquires newly solicited account of High-Net-Worth clients.
  • Providing recommendation to clients on wealth accumulation and legacy planning
  • Organize and conduct activities on financial literacy and awareness campaigns;
  • Promotes and markets all products and services of Philam Life.
  • Ability to think critically and use sound judgement when serving clients
  • Provide excellent, personalized customer service
  • Achieve personal income target
  • Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Apply
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