Financial Agent

A Financial Agent is a professional who offers various financial services and advice to individuals, businesses, or organizations. These services may include financial planning, investment management, retirement planning, insurance, and estate planning. Financial agents work closely with their clients to understand their financial goals, risk tolerance, and unique circumstances, and then provide tailored recommendations to help them achieve their objectives. They often possess expertise in financial markets, products, and regulations, and aim to assist clients in making informed decisions to optimize their financial well-being. Whether they work independently or for a financial institution, financial agents play a vital role in helping individuals and businesses navigate the complexities of the financial landscape.Qualifications:• At least HS Grad (old curriculum) / SHS Grad• With/without BPO experience• Excellent Communication skills• WOSA