Job Description
Hybrid - Taguig 5-10 Yrs Exp Bachelor Part-time
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Job Description
Employee Recognition and Rewards
Commission, Performance Bonus
Insurance Health & Wellness
HMO
Annual Company Trip, Open Workspace
Professional Development
Work-Life Balance
Work from Home
Responsibilities
- Client Acquisition & Prospecting
- Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts.
- Conduct financial needs assessments to understand clients’ goals, risk tolerance, and current financial situation.
- Present and explain financial products and services, demonstrating how they align with client needs.
- Develop customized financial plans that address wealth accumulation, risk management, and retirement planning.
- Provide expert guidance on insurance, investments, savings, and estate planning strategies.
- M...