Job Description : With managerial and people skills. Experience in recruitment is an advantage. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Minimum Qualifications : With 1-3years experience in any magerial field Good communication and presentation skills Ammenable to attend trainings in Makati, City Willing to go Full-time ASAP.