Talk to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
A four-year graduate of any course
Must have entrepreneurial quality
Interpersonal sales skills
Exceptional customer service skills
Eager to learn
(for further questions, kindly contact this number 09263805209).
Salary: ₱10000 - ₱30000
Apply at Bossjob.ph today!