Financial Advisor

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TYPE OF WORK

Full Time

WAGE / SALARY

N/A

HOURS PER WEEK

TBD

DATE UPDATED

Sep 25, 2018

JOB OVERVIEW

Job Description

- Help clients plan for their short and long-term financial goals.
- Recommend products and services based on client's needs and wants.
- Execute and negotiate follow through of implementation vehicles such as insurance, investments, estate planning and the like.
- Does post-sale client servicing.

Minimum Qualifications

- At least 2 years work experience in business or sales
- Proven track record of success in sales or business
- Good communication skills
- Current or last income of P20,000 and above
- At least 2 years stay in present address
- Good interpersonal skills
- Proactive and innovative
- Coachable, Results-driven and Competitive

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