Financial Consultant

Skyeline Summit Life Insurance Agency, Inc.

R$2.8-5.6K[Mensual]

Híbrido - MakatiSem necessidade ExpBacharelPar-horário

Recompensas e reconhecimento de funcionário
Comissões, Bônus de desempenho, Programa de reconhecimento de funcionário
Saúde e Bem-Estar
Seguro de Morte e Desmembramento Acidental, Seguro de Deficiência, Seguro de saúde, Conta Saúde Poupança (HSA), Seguro de Vida, Saúde Retiree e Medicina, Seguro de Vida Suplementar, HMO
Outros
Eventos Sociais da Empresa
Benefícios de Habilidades
Viagem Anual da Empresa, Subsidio de treinamento
Desenvolvimento Profissional
Programa de Mentorship, Desenvolvimento Profissional
Tempo de desligamento e Saída
Maternidade e licença de paternidade, Férias Deixadas
Balanço de Vida
Horas Flexíveis, Trabalho de casa

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Provide expert financial advice to clients on investments, savings, and financial planning.
Analyze clients' financial situations and develop tailored strategies to meet their goals.
Monitor market trends and educate clients on the impacts of economic changes.
Build and maintain strong client relationships through effective communication and support.
Ensure compliance with financial regulations and ethical practices.

Educational Qualifications: Bachelor’s degree in any field.
Experience Level: No prior experience required; training provided.
Skills and Competencies: Strong people-oriented attitude, effective consultative sales techniques, and excellent networking abilities.
Responsibilities and Duties: Assist clients with financial planning, provide tailored investment advice, and develop sales strategies.
Working Conditions: Hybrid to Fully Work-From-Home setup with potential travel for client meetings; flexible hours.
Qualities and Traits: Strong interpersonal skills, adaptable, self-motivated, and a keen interest in finance.

Pessoas OrientadasVendas ConsultivasHabilidades de RedeVendas Online