Financial AdvisorNeksJob Philippines

Description
Financial Advisor 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.
-Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
-Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
-Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
-Implementing financial plans or referring clients to professionals who can help them.
-Managing and updating client portfolios.
-Contacting clients regularly to discover changes in their financial status.
-Building and maintaining your client base.
Qualifications
- Can work Full Time or Part Time
- Sales experience is a plus but NOT required
- Willing to undergo training and take the licensure exam
- College Graduate of any 4-year course
- High degree of energy, motivation and ability to set own goals/priorities
- Team player but able to work independently
- Trustworthy, reliable and responsible
- Self-motivated, goal-oriented and result-oriented.
- Driven to achieve
Job Role
- Must be able to tap your market
- Connect with and reach out to clients and prospective clients
- Analyze clients financial needs
- Give and present solutions to prospects
- Manage the financial portfolio of the client.
Work-from-home can work anywhere in the Philippines (Flexi-time)
- UNLIMITED POTENTIAL INCOME
- Commission Based
- Company-wide Cash Incentives
- Extensive training on best industry practices
- Use of leading technologies to support you so you can work with ease
- A chance to be featured in newspapers, magazines and other media channel
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 2
Language(s): English
Availability for travel: No
Availability for change of residence: No

Rizal, Calabarzon ·  Today, 04:51 PM
Work type
Part Time