Career Professionals, Inc. Life Insurance Sales Executive

₱25-35K[Monthly]

On-site - MakatiFull-time1-3 Yrs ExpBachelor

Consultative SalesTelemarketingPeople OrientedNetworking Skills

Advise high-net-worth individuals on creating and expanding their wealth portfolios.
Analyze and interpret complex financial data to provide bespoke investment solutions.
Build and maintain client relationships through exceptional service and regular contact.
Stay current on market trends to offer informed, strategic advice.
Ensure compliance with all industry regulations and standards.

Educational Qualifications: Must possess a minimum of a Bachelor's degree in finance, business, or a related field.
Experience Level: Seeking candidates with 1-3 years of experience in wealth management or financial advisory roles.
Skills and Competencies: Proficiency in consultative sales, telemarketing, strong networking skills, and a people-oriented approach is essential.
Responsibilities and Duties: Providing tailored wealth advisory services to clients, developing financial plans, and maintaining client relationships.
Working Conditions: This position may require working beyond standard hours to meet with clients and networking events.
Qualities and Traits: Candidates must exhibit excellent communication, analytical skills, integrity, and the ability to work independently.