Financial CSR Agent

Found in: Whatjobs PH C2 - 2 weeks ago


Baguio, Philippines NeksJob Philippines Full time
A Financial Agent is a professional who assists clients in managing their financial affairs and achieving their financial goals. They provide personalized advice and guidance on investments, savings, insurance, retirement planning, and other financial matters. Financial Agents may work for financial institutions such as banks, investment firms, or insurance companies, or they may operate independently as financial advisors or consultants. With expertise in financial products and markets, they help clients make informed decisions to optimize their financial well-being and secure their future.

Qualifications:
• CEFR Level: B2
• Educational Attainment: 12 years of Education/Vocational/HS Graduate (as long as with 3-6 months of work experience)
• Segment: Starter/Adapter
• Salary: ₱10,000 (Base Pay) + ₱2,000 (Non-Taxable Allowance)

Segment References:
Starter No experience at all
Adapter With experience but not related to BPO.
Expo Gen 1 With Customer Service Experience 5 months below
Expo Gen 1 With Customer Service Experience 6-12 months
Expo Gen 1 With Customer Service Experience 13-24 months
Expo Gen 1 With Customer Service Experience 25-48 months
Expo Gen 1 With Customer Service Experience 49 months above
Expo Tech Expro 2 With Technical Support Experience 6-12 months
Expo Tech Expro 3 With Technical Support Experience 13-24 months
Expo Tech Expro 4 With Technical Support Experience 24-48 months
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