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Financial Consultant | Wealth Portfolio Manager | Financial Services Management Program I Araneta City

Financial Consultant | Wealth Portfolio Manager | Financial Services Management Program I Araneta City
Company:

Philam Life - An Aia Group Company


Details of the offer

Job Description:
Acquires newly solicited accounts of individual and corporate clients Promotes and markets financial solutions of Philam Life. Perform daily prospecting and presentation calls with potential clients Identify client's financial goals and expectations and assist them in selecting appropriate investment opportunities. Provide excellent, personalized customer service. Proactively contact clients to establish meaningful long-term relationships. Minimum Qualifications:
Fresh graduates from reputable schools are welcome to apply Career Changers must have atleast two years of sales working experience as Bank Branch Frontliners, Call Center/BPO Agents/ Team Leaders, Field Sales- Pharmaceutical/ Medical Representatives, Real Estate, Pharmaceutical Sales, BPO Industry and Tourism and Leisure Former OFWs with Sales and Marketing/Management/Customer Service/ Tourism Background may apply The personal commitment and relationship-building skills crucial to establishing long-term clients Excellent communication, presentation, time management and organizational skills Ability to listen to client needs and provide financial solutions Strong people skills with an established network of personal and business contacts is necessary People-oriented and can build rapport easily Tech and social media savvy an advantage


Source: Kalibrr

Job Function:

Requirements

Financial Consultant | Wealth Portfolio Manager | Financial Services Management Program I Araneta City
Company:

Philam Life - An Aia Group Company


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