Financial Planner

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

Cash And Inventory Custodian (Quezon City)

The position is responsible for collection of payments from the patients, inventory control, and maintaining availability of products. "· Candidate must be a...


Dempsey - National Capital Region

Published a month ago

Cashier

- Work experience as a retail cashier or in a similar role in sales - Basic PC knowledge - Familiarity with electronic equipment, such as cash registers and ...


Fastrack Muliti Purpose Cooperative - National Capital Region

Published a month ago

Tax Specialist

FULL-TIME, ONSITE AND DIRECT HIRE • Must be a graduate of Accountancy and CPA licensed • At least 3 years experienced as Tax Specialist • Salary Range: P 35,...


A&A Outsourcing Inc. - National Capital Region

Published a month ago

Sr. Accountant

DUTIES AND RESPONSIBILITIES ? FS Analysis ? Inventory and PPE Monitoring ? Warehouse Management ? Bank reconciliation ? General Accounting COMPETENCIES, KNO...


Dempsey Resource Management Inc. - National Capital Region

Published a month ago

Built at: 2024-11-14T13:39:11.208Z