Financial Advisor
Philam Life- Regina Financial Advisors
Makati, Metro Manila, Philippines
3d ago
source : Kalibrr, Inc.

Job Description

  • Assess client’s individual financial needs, expectations, and goals
  • Assist in developing a customized financial plan for each client
  • Actively markets investment products and various services to prospects and clients focused on their financial aims and necessities.
  • Renders servicing and conducts a financial review to continuously update the client’s financial profile to provide effective and new solutions to current priorities and to better achieve the client’s financial goal.
  • Proactively conducts daily prospecting and presentations to probable clients
  • Minimum Qualifications

  • Must possess a Bachelor’s / College Degree in any field
  • Strong entrepreneurial mindset and skills
  • Excellent communication and presentation skills
  • Good analytical and problem-solving skills
  • People and goal oriented
  • Fresh graduates are encouraged to apply
  • Willing to be trained and eager to attend learning sessions
  • Be able to work independently and also be a team player
  • Apply
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