Financial Advisor

Financial Advisor

Philam Life- Cleto Financial Advisors

Financial Advisor

Details of the offer

Job Description:

A Financial Advisor handles the overall financial planning with the client from creating an estate, building health fund, retirement fund, family's development fund until passing on the estate.

Day to day financial planning with prospective clients Recommend financial solutions that fit the needs and goals of the client Service the client for any additions, changes to the account, plans and help expedite claims Conduct leads generation projects like wealth forum in different companies Handle 25 to 50 clients a year Report directly to the Unit Manager 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


  • Sales / Trade Representative - Sales