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Lead Financial Advisor Role

1 week ago

Makati City, National Capital Region, Philippines Double Dragon Life Insurance Agency Full time
About Double Dragon Life Insurance Agency

We aim to provide clients with comprehensive financial solutions, helping them secure their future and achieve their goals.

Job Summary:

This senior role involves managing a team of financial advisors to drive business growth, while continuously providing expert advice to clients on various financial matters.

Key Responsibilities:
  • Manage and motivate a team of financial advisors to meet sales and performance targets, delivering exceptional client service.
  • Meet with clients to assess their financial goals and provide tailored advice on life insurance, investments, retirement planning, and other financial products.
  • Set sales targets, track performance, and provide guidance to help meet or exceed these goals.
  • Develop and implement strategies to recruit, train, and develop new advisors, fostering a high-performance culture.
  • Maintain high levels of professionalism and integrity in client interactions, adhering to industry regulations and ethical standards.
Requirements:
  • Proven experience in a sales-driven financial services role is desirable but not required.
  • Previous experience in a leadership or supervisory role, preferably in the financial services or insurance industry, is beneficial but not essential.
  • Strong communication and interpersonal skills, with the ability to lead, motivate, and develop a team of advisors.