Provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate investment and insurance products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.
Help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients’ goals.
Soliciting new clients via phone, social media, face to face, referral regularly
Build strong relationships with their clients. Establishing connections with others is necessary in both the networking and client retention aspects of the career.
Continuous updating one’s knowledge about investing and what’s happening in the market.
Salary: ₱50000 - ₱100000
Address: Double Dragon Plaza, DD Meridian Park, Macapagal Ave., cor. Edsa Ext, Pasay City
Apply at Bossjob.ph today!