Financial Consultant
Remote Details
Open Country：Philippines
Language Requirements：English, Tagalog
Job Description
Description
- Helps clients create financial plans to achieve their goals.
- Answers financial questions and addresses concerns.
- Responds to client calls and emails promptly.
- Builds long-term client relationships.
- Brings in new clients and manages a book of business.
- Analyzes market and economic trends.
- Stays up to date on relevant government policies.
- Maintains client confidentiality.
- Collaborates with other financial planners.
Requirement
- Develops strong client relationships and has excellent client services skills.
- Communicates financial information clearly and has strong written and verbal communication skills.
- Manages multiple client accounts simultaneously and has good time-management skills.
- Works well independently and with colleagues.
Cassie Garay
Talent Acquisition HeadW Bridges Manpower Corporation
Active today
Benefits
Insurance Health & Wellness
Health Insurance, Family/Dependent Health, Life Insurance
Professional Development
Career Development, Education Assistance, Continuing Education, Learning Budget
Time Off & Leave
Unlimited or Flexible PTO
Posted on 05 September 2024
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