Financial Advisor/Insurance Advisor

₱70-140K[Monthly]
RemoteFreelance<1 Yr ExpBachelor
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish, Tagalog

Job Description

Wealth ManagementInterpersonal SkillsCommunication Skills

Description

  • Provide financial planning support to clients in alignment with Manulife's products.
  • Understand client financial needs and objectives to propose suitable insurance and investment solutions through face to face client meetings.
  • Maintain and build client relationships, offering personalized service in the insurance industry.
  • Stay current with market trends and regulatory changes to offer informed advice.
  • Commit to ongoing professional development and meet all licensure requirements.

Requirement

  • Graduate of any Bachelor's degree.
  • Preferably with experience in face to face sales or entry-level position with at least 1 year of direct experience.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with excellent quantitative skills, ethical judgment and integrity
  • Persistent and persuasive in client interactions
  • Willingness to undergo training and continually learn and adapt to new financial strategies and regulations.

Katherine Quozon

Manulife PhilippinesRecruiter

Active just now

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives

  • Insurance Health & Wellness

    Health Insurance, Life Insurance, HMO, Health Insurance, Life Insurance

  • Perks Benefits

    Retirement Plan

  • Professional Development

    Professional Development, Career Development

Read More

Posted on 10 September 2024

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