Job DescriptionWe are looking for Candidates who are willing to be trained to join our team and serve as a valuable intermediary between our company and clients. Our training program is 3-6 months in which you would be coached and mentored on every detail from entry-level basics to management duties. During your traineeship, you'll learn how to identify and apply important strategies and business processes. The position is best suited for candidates who want to gain valuable experience in a managerial role with advancement potential. If you're excited with our company's vision and want to start the path of becoming one of our future leaders, we'd like to hear from you.
Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients individual needs, and designing effective financial strategies.
Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess _
strong analytical skills_, _
excellent communication abilities_, and a deep _
understanding of financial products and services_. Join us and help clients make informed financial decisions for a secure future.
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client's overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry's trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals
Track record of successful financial guidance
Ability to analyses market's financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Job Types: Full-time, Part-time, Fresh graduate
Pay: Php15,
- 00 - Php30,000.00 per month
Expected hours: No less than 20 per week
Benefits: - Company events
Flexible schedule Health insurance
Opportunities for promotion Work from home
Schedule:
Monday to FridaySupplemental pay types: Commission pay
Quarterly bonus
Application Question(s):- Are you willing to go onsite at the office twice a month
What motivates you
- How would you describe yourself
Education:
Application Deadline: 07/12/2024
Expected Start Date: 07/15/2024