Financial Advisor Mandaluyong Job Description Template
Our company is looking for a Financial Advisor Mandaluyong to join our team.
Responsibilities:
- Help clients plan for their short-medium and long-term goals and recommend the best financial plan that will address these goals;
- Educate clients on the importance of savings, investments, insurance, education funding and retirement planning;
- Build lasting and valuable relationship with clients;
- Participate in personal and professional development assemblies as well as team and branch meetings;
- Perform daily prospecting of clients and building of client base.
Requirements:
- Time Management;
- Persuasion and Negotiation;
- Sales and Marketing Knowledge;
- Competitive and goal oriented;
- Coachable and willing to be trained and attend learning sessions/seminars;
- Must pass the Insurance Commission Licensure Exam;
- Hardworking;
- organizing and planning;
- Bachelor’s Degree Graduate of Accountancy, Engineering, Business, Finance and other related fields;
- Strong analytical and planning skills;
- Communication skills;
- Has an entrepreneurial mindset;
- Presentation Skills;
- Problem Solving;
- Has excellent communication and presentation skills.