Financial Advisor | Pampanga | Sycamore Sales Team

Present Financial Planning Concepts to his custormers
Get to know his Prospects
Assist Prospect in Defining and Developing his financial goals
Help the prospect in identifying his current assets and liabilities
Guide the prospect in developing his personal financial goals
Provide options for different potential investment vehiicles suited to the needs of the prospect.
Conduct regular assessment as in every year or 2 years to determine if there is a need to adjust the plan based on developments in the client's life status.
Strong analytical and planning skills;
Good communication and presentation skills;
Excellent problem-solving skills;
Able to handle client objections
Solutions provider
Organizational skills
Resident of Pampanga