Financial Consultant
Global One Life Insurance Agency
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Description
- Assist clients in financial planning, analyze financial data, and develop customized strategies.
- Provide expert financial advice to clients on investment strategies.
- Analyze financial data to identify trends and opportunities.
- Develop personalized financial plans to meet client goals.
- Monitor client portfolios and adjust strategies as needed.
- Educate clients on financial products and markets.
- Build and maintain strong client relationships.
Requirements
- Job Title: Financial Consultant
- Educational Qualifications: Bachelor’s Degree in any field our course
- Experience Level: No experience required; entry-level candidates welcome.
- Skills and Competencies: Strong networking skills, people-oriented, team player, willing to learn, and resilient.
- Working Conditions: Remote work, flexible hours.
- Qualities and Traits: Excellent communication, analytical thinking, adaptability, and a proactive attitude.
SUMICHI PASCUA
ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency
Active within seven days
Posted on 21 November 2024
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Unfinanced / Angel
>1000 Employees
Insurance & Superannuation
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