Financial Consultant

2 weeks ago

Bacoor, Philippines Global One Life Insurance Agency Full time

Overview

Assist clients with funny planning, provide investment advice, and develop tailored financial strategies.

Responsibilities
  • Analyze clients’ financial data and goals.
  • Provide tailored investment and savings strategies.
  • Monitor market trends and economic conditions.
  • Develop comprehensive financial plans.
  • Maintain client relationships and offer ongoing support.
  • Assist clients with retirement and estate planning.
  • Stay updated on industry regulations and compliance.
Qualifications and Requirements
  • Educational Qualifications: Bachelor’s degree in any course or field.
  • Experience Level: No prior experience required; entry-level candidates encouraged to apply.
  • Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth m-oriented mindset.
  • Working Conditions: Work from home set-up, flexible hours.
  • Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.
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