Financial Consultant

Hybrid - Pasig Part-time Fresh Graduate/Student Bachelor
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Job DescriptionPeople Oriented Online Sales Consultative Sales Fund Sales Telemarketing Futures Sale
DescriptionAnalyze clients' financial statuses (e.g., income, expenses and liabilities).Examine and suggest financial opportunities (e.g., insurance plans, investments).Develop sound plans and budgets for clients.Customize financial plans according to clients' changing needs.Help clients implement their plans and carry out transactions.Promote financial products and services.Assist clients in the event of a claim.Maintain updated knowledge of regulations, practices and financial products.RequirementsCandidate must possess a Bachelor's Degree or Fresh Graduates are welcome to apply.Preferably with a laptop and a smartphone.With or without sales experience.Willing to undergo training and coaching.Team player with the ability to work productively within a group and maintain a high degree of independence.Excellent interpersonal skills with the ability to build a partnership with clients.Good verbal and written communication skills.Working LocationIf the position requires you to work overseas, please be vigilant and beware of fraud.

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