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Career Professional in Financial Planning
2 months ago
• Identify and pursue new business opportunities through networking and direct outreach.
• Conduct thorough client needs assessments to recommend tailored insurance and financial solutions.
• Develop and present customized insurance policy options to meet individual client goals and objectives.
• Build and sustain strong, long-term relationships with clients through ongoing service and policy reviews.
• Stay informed about AIA Philippines' insurance offerings and industry trends to provide expert guidance and support.
• Meet and exceed sales and productivity targets while adhering to company standards and regulatory requirements.
Qualifications:
• Bachelor's degree or equivalent experience in sales, finance, or a related field (preferred but not required).
• Strong communication, negotiation, and interpersonal skills.
• A sales-oriented mindset with a passion for helping others achieve financial security and stability.
• High ethical standards and professionalism.
• Ability to work independently and manage time efficiently.
• Willingness to attend training sessions and maintain up-to-date product knowledge.
• Prior experience in the insurance industry or financial planning (preferred but not required).
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