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Financial Consultant, Makati

Financial Consultant, Makati
Description
  • Conduct financial needs analysis to assess clients current situation and future goals.
  • Provide expert advice on investment options, savings plans, and insurance products.
  • Build and maintain long-term client relationships through regular consultations.
  • Assist clients in creating personalized financial plans for wealth growth and protection.
  • Educate clients about financial products and services offered by the company.
  • Stay updated with market trends, financial regulations, and company offerings.
  • Achieve individual and team sales targets.


Qualifications:
  • Bachelors degree.
  • Strong interpersonal and communication skills.
  • Sales or customer service experience is an advantage.
  • Goal-oriented, self-motivated, and willing to be trained.
  • Must be willing to attend company orientations, trainings, and examinations.


Highlights
  • Company name
    Alexandrite 2 Summit LIA- Team Chelley
  • Job position
    Financial Consultant
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More info about this ad

Financial Consultant has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.

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