Financial Advisor

Details of the offer

Qualifications & experience
-Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families
-Open for fresh graduates who are willing to be mentored
-Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities
-Sales experience is an advantage
-Must be equipped with a laptop/PC with webcam and smartphone
-Has good communication skills


Tasks & responsibilities
-Helps clients create financial plans to achieve their goals.
-Answers client's financial questions and addresses concerns.
-Builds long-term client relationships.
-Collaborates with other financial planners.
-We assess the financial needs of individuals and help them with decisions on investments and insurance. We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.


Benefits
-Limitless Income Potential
-Financially Secured
-Local and International Travels
-Cash Incentives
-Awards and Recognition
-Career and Personal Growth
-Savings Plan
-Health Maintenance Organization (HMO)
-Work-Life Balance with Time Freedom


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Junior Finance Officer

Responsibilities: Manage general accounting and other tasks as assigned. Manage and analyze budgets and create financial forecasts. Prepare financial and cas...


Interactech Solutions Inc. - Bohol

Published a month ago

Markets Analyst

Job Highlights Professional development and career growth opportunities Competitive salary Comprehensive recognition, incentives, and rewards system Respon...


Prime Philippines - Bohol

Published 25 days ago

Retail Auditor

* Field work, audits Retail Stations * Account stations cash deposit and inventory if sufficient and intact on the time of audit * Ensures that company's SO...


Flying V - Bohol

Published 25 days ago

Csr For Financial Account With No Experience Required In Cebu

Urgently Hiring! We are in need of Customer Support Representatives for Financial Account, work on site in IT Park Cebu Qualifications: • at least HS/SHS gra...


Talent Outsourcing Channel Solutions - Bohol

Published a month ago

Built at: 2024-11-13T21:25:26.094Z