Location
pasay, metro manila, Philippines
Posted
June 26, 2026
Job Description
Description
- Provide personalized financial advice to clients based on their individual financial goals.
- Develop and maintain strong client relationships through regular communication and follow-ups.
- Assist clients in selecting suitable financial products and services tailored to their needs.
- Educate clients on investment options, insurance plans, and risk management strategies.
- Utilize sales and marketing techniques to generate leads and expand client base.
Requirements
- Educational Qualifications: Bachelors degree in Finance, Business, or a related field.
- Experience Level: Entry-level (02 years).
- Skills and Competencies: Strong interpersonal skills and a client-focused attitude.
- Skills and Competencies: Proven sales and marketing abilities.
- Skills and Competencies: Excellent communication skills, both verbal and written.
- Qualities and Traits: Strong organizat...