Radiant Amber Life Insurance Agency Inc. Financial Consultant

Radiant Amber Life Insurance Agency Inc.

Дин43-85.9K[Monthly]

Hybrid - PasigFresh Graduate/StudentBachelorFull-time

Employee Recognition and Rewards
Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts
Insurance Health & Wellness
Accidental Death & Dismemberment Insurance, Health Insurance, Life Insurance, HMO
Others
Company Social Events
Perks Benefits
Retirement Plan
Professional Development
Apprenticeship Program, Job Training, Professional Development
Time Off & Leave
Family Medical Leave, Maternity & Paternity Leave, Solo Parent Leave
Work-Life Balance
Flexible Hours, Work from Home

Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. Advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, expand their financial portfolio, medical emergency preparation, retirement funds, medium to long-term investments, education expense planning, asset allocation, and diversification.

Analytical Skills: Ability to analyze financial data, market trends, and investment opportunities.
Communication Skills: Strong verbal and written communication skills to explain financial concepts and strategies clearly to clients.
Problem-Solving Skills: Ability to develop tailored solutions for clients' financial goals and issues.
Sales Skills: For those in roles that involve acquiring new clients or selling financial products.
Attention to Detail: Precision in financial planning and record-keeping.
Trustworthiness: Building and maintaining trust with clients is crucial.
Empathy: Understanding clients’ needs and financial situations with sensitivity.
Adaptability: Ability to adjust strategies and advice based on market changes and client circumstances.
Business Development: In some roles, the ability to develop and implement strategies to attract new teammates
Continuing Education: Staying current with financial trends, regulations, and new financial products through ongoing professional development.

Online SalesTelemarketingFund SalesNetworking SkillsPeople Oriented