Hybrid - Taguig 5-10 Yrs Exp Bachelor Part-time

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Job Description

Employee Recognition and Rewards

Commission, Performance Bonus

Insurance Health & Wellness

HMO

Annual Company Trip, Open Workspace

Professional Development

Work-Life Balance

Work from Home

Responsibilities

• Client Acquisition & Prospecting
• Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts.
• Conduct financial needs assessments to understand clients’ goals, risk tolerance, and current financial situation.
• Present and explain financial products and services, demonstrating how they align with client needs.
• Develop customized financial plans that address wealth accumulation, risk management, and retirement planning.
• Provide expert guidance on insurance, investments, savings, and estate planning strategies.
• M...