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Financial Advisor | Sycamore Sales Team | Cagayan De Oro

Financial Advisor | Sycamore Sales Team | Cagayan De Oro
Company:

Sun Life Financial - Evergreen Nbo

Place:

Ilocos Norte

Job Function:

Sales

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Details of the offer

Must be able to provide his clients Professional Advice on Personal Financial Management

Provide clients with potential investment vehicles

Present to clients various potential investment vehicles to meet their needs and achieve their financial goals.

Conduct an annual review with his clients to assess if the finacial plan is on track and whether it needs any adjustment.
Strong analytical and planning skills;
Good communication and presentation skills;
Excellent problem-solving skills;
Active Team Player
Excellent Negotiation and Persuasion skills
A resident of Cagayan de Oro

Source: Jora
Job Function:

Requirements

Financial Advisor | Sycamore Sales Team | Cagayan De Oro
Company:

Sun Life Financial - Evergreen Nbo

Place:

Ilocos Norte

Job Function:

Sales

Report this offer

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