Financial, Travel & Healthcare Associate. Salary upto 35K., Mandaluyong

Description

Assist clients with financial planning for travel and healthcare needs.
Conduct market research to identify cost-effective travel options and healthcare plans.
Provide recommendations based on clients' individual financial situations and goals.
Maintain updated records of client interactions and financial transactions.
Collaborate with other financial and healthcare professionals to offer comprehensive solutions.

Requirements

Educational Qualifications:High School Diploma or equivalent.
Experience Level:35 years of experience in financial advisory or related fields.
Skills and Competencies:Strong analytical skills and attention to detail.
Qualities and Traits:Excellent communication and interpersonal skills.
Responsibilities and Duties:Ability to work independently and manage time effectively.
Working Conditions:Ability to work in a fast-paced environment.

Highlights

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