Financial Advisor

Financial Advisor
Company:

Philam Life- Cleto Financial Advisors


Financial Advisor

Details of the offer

Job Description:
Search, contact, meet, educate and offer Philam products & services to qualified persons. Assess client's individual financial needs, expectations, and goals Match Philam products & services to the needs of each prospective client Guide prospective clients in acquiring Philam products & services Service existing clients (Ex. Remind of due premiums, assist in policy contract updates, upgrade insurance coverages and investments) Proactively seeks clients thru social media platfroms, phone and mails Minimum Qualifications:
Candidate must be graduate of any Bachelor of Arts or Bachelor of Science People and goal-oriented Highly driven with an achiever mindset Good communication and presentation skills Strong planning and organization skills Creative and flexible as an individual and as a team member Capable, willing to be trained and attend learning sessions Excellent time management skills Previous sales experience an advantage Displays genuine commitment to clients and probable clients


Source: Kalibrr


Area:

  • Sales / Trade Representative - Sales

Requirements

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