Financial Consultant

₱30-45K[Monthly]
RemotePart-time<1 Yr ExpHigh/Senior High School
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Remote Details

Open Country：Philippines

Language Requirements：English, Tagalog

Job Description

Consultative SalesTelemarketingOnline SalesNetworking SkillsPeople OrientedService Calculator

Description

  • Helps clients create financial plans to achieve their goals.
  • Answers financial questions and addresses concerns.
  • Responds to client calls and emails promptly.
  • Builds long-term client relationships.
  • Brings in new clients and manages a book of business.
  • Analyzes market and economic trends.
  • Stays up to date on relevant government policies.
  • Maintains client confidentiality.
  • Collaborates with other financial planners.

Requirements

  • Develops strong client relationships and has excellent client services skills.
  • Communicates financial information clearly and has strong written and verbal communication skills.
  • Manages multiple client accounts simultaneously and has good time-management skills.
  • Works well independently and with colleagues.

Cassie Garay

W Bridges Manpower CorporationTalent Acquisition Head

Active today

Benefits

  • Insurance Health & Wellness

    Health Insurance, Family/Dependent Health, Life Insurance

  • Professional Development

    Career Development, Education Assistance, Continuing Education, Learning Budget

  • Time Off & Leave

    Unlimited or Flexible PTO

Posted on 05 September 2024

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