Financial AdvisorBrighter Life Negros
Workplace: Iloilo
Salary: Agreement
Work form: Full time
Posting Date: 12/11/2025
Deadline: 28/02/2021
JOB RESPONSIBILITIES
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
JOB QUALIFICATIONS
Can educate people with financial wellness
Can establish, maintain and grow relationship with various individuals and companies
Good communication / presentation skill
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
JOB QUALIFICATIONS
Can educate people with financial wellness
Can establish, maintain and grow relationship with various individuals and companies
Good communication / presentation skill
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Brighter Life Negros
About the company
Brighter Life Negros jobs
Iloilo, Western Visayas
Position Financial Advisor recruited by the company Brighter Life Negros at Iloilo, Joboko automatically collects the salary of , finds more jobs on Financial Advisor or Brighter Life Negros company in the links above
About the company
Brighter Life Negros jobs
Iloilo, Western Visayas