Financial Advisor

Negotiable

Hybrid - Makati

No Exp Required Diploma Freelance

Employee Recognition and Rewards

Commission, Performance Bonus, Incentives

Insurance Health & Wellness

Life Insurance, HMO

Benefits

• Full mentorship provided
• The Catch? You have to be willing to outwork your excuses!

Description

• Provide personalized financial advice to clients to help them achieve their financial goals.
• Assist clients in wealth management decisions, including investment and retirement planning.
• Generate leads and build a diverse client portfolio through networking and referrals.
• Deliver engaging presentations and educational workshops to inform clients about financial products and services.
• Maintain strong relationships with clients by providing after-sales care and ongoing support.
• Close sales by assessing client needs and offerin...