Financial Advisor

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

How to Apply:

24-45 y/o College/ University Graduate is a must. For Part-Time - Require to have time at least 4 hours free time/ day or at least 30 hours/ wk Professional ; Supervisory and up position is preferred. Had previous work experiences, preferably with Sales background. Knows how to use social media, computer, excel, internet to his/her advantage Can communicate well in English or Filipino, other language is a plus Have big dreams, hopeful and working actively in achieving them Trustworthy, Reliable/Dependable, Team Player Open to learning and willing to learn Focus, determined, can work unsupervised Goal oriented, willing to an extra mile Committed, Confident, hardworking, persistent


Apply at Bossjob.ph today!