Key Responsibilities:
•Build and maintain strong client relationships
•Assess clients' financial situations and provide tailored financial advice
•Develop and implement comprehensive financial plans
•Monitor clients' financial progress and adjust plans as necessary
•Stay up-to-date with financial products, market trends, and regulatory changes
•Conduct regular reviews with clients to ensure their financial goals are on track
•Provide exceptional customer service and support
Skills and Qualifications:
•Strong interpersonal and communication skills
•Ability to build trust and rapport with clients
•Detail-oriented with strong analytical skills
•Self-motivated and goal-oriented
•Excellent problem-solving abilities
•Ability to work independently and as part of a team
Job Types: Full-time, Part-time, Fresh graduate
Pay: Php20,000.00 - Php25,000.00 per month
Expected hours: 20 – 40 per week
Benefits:
•Company Christmas gift
•Company events
•Flexible schedule
•Health insurance
•Life insurance
•Work from home
Schedule:
•Monday to Friday
Supplemental Pay:
•Anniversary bonus
•Bonus pay
•Commission pay
•Performance bonus
•Quarterly bonus
•Tips
•Yearly bonus
Application Question(s):
•Do you have a Laptop and Wifi access?
Experience:
•Sales: 1 year (Required)
