Found Description
Negotiable
Hybrid - Makati
No Exp Required Diploma Freelance
Employee Recognition and Rewards
Commission, Performance Bonus, Incentives
Insurance Health & Wellness
Life Insurance, HMO
Benefits
- Full mentorship provided
- The Catch? You have to be willing to outwork your excuses!
Description
- Provide personalized financial advice to clients to help them achieve their financial goals.
- Assist clients in wealth management decisions, including investment and retirement planning.
- Generate leads and build a diverse client portfolio through networking and referrals.
- Deliver engaging presentations and educational workshops to inform clients about financial products and services.
- Maintain strong relationships with clients by providing after-sales care and ongoing support.
- Close sales by assessing client needs and offerin...
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