Tamaray People Solutions Corporation Licensed Financial Advisor

₱15-30K[Monthly]

Hybrid - MakatiFull-time<1 Yr ExpBachelor

communication skillssalesPeople Oriented

Provide personalized financial planning and investment advice to clients, focusing on long-term wealth management and financial security.
Develop and implement comprehensive financial plans tailored to individual client needs, including insurance, investment, retirement, and estate planning strategies.
Build a client base and maintain strong relationships with clients, offering ongoing support and guidance to help them achieve their financial objectives.
Stay up-to-date with industry trends, regulations, and market conditions to provide informed and effective advice.
Meet and exceed sales targets, contributing to the overall growth and success of the agency.
Demonstrate ethical behavior and integrity in all client interactions and transactions.

Proven track record as a Financial Advisor with MDRT qualification.
Extensive knowledge of financial products, investment strategies, and insurance solutions.
Strong interpersonal and communication skills, with the ability to build trust and rapport with clients.
Ability to work independently and manage a portfolio of clients effectively.
Commitment to continuous professional development and staying updated on industry best practices.
Bachelor’s degree in finance, economics, or a related field preferred.