Financial Account Agent

A Financial Agent is a professional who offers expert advice and assistance in various financial matters to individuals or businesses. These agents provide services such as financial planning, investment management, insurance guidance, and retirement planning. They work closely with clients to understand their financial goals and objectives, offering tailored solutions to help them achieve financial success and security. Financial Agents possess a deep understanding of financial products and markets, enabling them to provide informed recommendations and strategies to meet their clients' needs effectively.Qualifications:• At least HS Grad (old curriculum) / SHS Grad• With/without BPO experience• Excellent communication skills• Work-on-site