Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, 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, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
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.
Building, managing and updating client portfolios.
Partner with Unit Head/Manager in deepening and growing client relationships through identifying clients needs and presenting relevant wealth solutions and technical analysis to clients
Actively engage in knowledge and performance development training (online, virtual and classroom training) to promote, update and upgrade performance and knowledge level.
Maintain a high level of technical expertise by working closely with product team and product providers
Recommends financial products suitable to the needs and purchasing power of a client
Actively generates sales leads and converts these to actual sales
Compliant with all regulations set by the Insurance Commission
Salary: ₱20000 - ₱40000
Address: Wellington Building, Binondo
Apply at Bossjob.ph today!