Financial Advisor

Details of the offer

Role Overview:

As a Life Planner, you will play a pivotal role in helping individuals and families achieve financial security and peace of mind. Your primary responsibility will be to provide personalized financial solutions, including life insurance, health insurance, and investment-linked policies, to meet clients' needs. You will also focus on building long-term relationships with clients and supporting them in their financial journey.

Key Responsibilities:
• Prospect and identify potential clients through networking, referrals, and direct outreach.
• Conduct comprehensive needs assessments to recommend appropriate insurance and financial products.
• Present and explain insurance policy options tailored to individual client goals.
• Build and maintain lasting relationships with clients through ongoing service and policy reviews.
• Stay up to date with AIA Philippines' insurance offerings and industry trends.
• Meet and exceed sales and productivity targets.
• Comply with all regulatory and company standards.

Qualifications:
• Bachelor's degree or equivalent experience in sales, finance, or a related field (preferred but not required).
• Strong communication, negotiation, and interpersonal skills.
• Sales-oriented mindset with a passion for helping others achieve financial security.
• High ethical standards and professionalism.
• Ability to work independently and manage time efficiently.
• Willingness to attend training sessions and improve product knowledge.
• Prior experience in the insurance industry or financial planning (preferred but not required).


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Finance And Accounting Manager

Job Title: Finance and Accounting Manager – High-Growth Distribution Company Position Overview: As the Finance and Accounting Manager, you will be responsib...


Dempsey Resource Management Inc. - National Capital Region

Published a month ago

Underwriting Associate

Underwriting Associate (Urgent) Job Description: Collect appropriate and accurate information required to assess potential clients and decide on the accepta...


Dempsey Resource Management Inc. - National Capital Region

Published a month ago

Pricing Manager / Data Analyst Manager

Job Overview: -We seek a highly skilled and experienced E-commerce Pricing Manager to join our team. The ideal candidate will have a strong understanding of...


Job Matchmaker - National Capital Region

Published a month ago

Payroll Specialist

Company Profile: XMC BPO is a Business Process Outsourcing Agency that provides essential services through customer service within reach Position: Payroll S...


Xmc Inc - National Capital Region

Published a month ago

Built at: 2024-11-14T13:45:06.956Z