Unit Head Associate/ Financial Advisor

₱70-140K[Monthly]
RemoteFreelance1-3 Yrs ExpBachelor
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Remote Details

Open Country：Philippines

Language Requirements：English, Tagalog

Job Description

NegotiationSales TrainingSales ManagementSocial MediaRelationship BuildingInsuranceCommunicationLead GenerationPresentationCommunication Skills

Description

  • Provide financial advice to clients and help them achieve their financial goals.
  • Work with the Unit Head in achieving team target through recruitment and sales.
  • Analyze and evaluate clients' current financial status by reviewing financial documents, investment portfolios, and future goals.
  • Develop customized financial plans based on clients' needs and objectives.
  • Recommend appropriate strategies and products, such as investments, insurance, and retirement plans, to clients.
  • Monitor and review clients' financial plans regularly to ensure they remain on track to meet their goals.

Requirements

  • Willing to undergo training
  • Graduate of any Bachelor's degree.
  • With good sales and marketing skills.
  • Ability to communicate with wide range of people
  • Strong interpersonal and analytical skills
  • Ability to provide quality customer service and after sales.

Katherine Quozon

RecruiterManulife Philippines

Active today

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus

Posted on 11 September 2024

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