FINANCIAL ADVISOR (WORK FROM HOME/ON-SITE)
| 行业 | Sales / Marketing | 职位 | Sales - Finacial Services |
|---|---|---|---|
| 招聘部门 | 招聘人数 | 若干 | |
| 工作地区 | All Cities | 工作性质 | Full Time |
| 性别要求 | Male | 婚姻要求 | No marital status restrictions |
| 学历要求 | Bachelor's Degree | 工作经验 | 不限 |
| 年龄要求 | 18岁以上 | 待遇水平 | 40000-60000PHP/月 |
| 更新日期 | 2022-09-24 | 有效期至 | Valid for a long time |
职位描述
WE ARE HIRING PARTNERS
COMBINATION OF WORK FROM HOME AND ON-SITE
FLEXIBLE HOURS
COMMISSION base
WORK ANY PART OF THE PHILIPPINES
WORK LIFE INTEGRATION
COMPETITIVE INCOME
GROUP LIFE INSURANCE
HEALTH CARE BENEFITS
VIRTUAL MEETINGS
TRAVEL, REWARDS, RECOGNITION AND MORE
FREELANCE
JOB RESPONSIBILITIES:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Answering client questions about financial plans and strategies and giving financial advice.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
QUALIFICATIONS:
Bachelor's degree in business, finance, or related field.
1-2 years of sales experience
Proficient in Word, Excel and PowerPoint.
With PC/Laptop/Tablet
Good knowledge of different business functions
Excellent Communication skills
Strong work ethic
Company Overview:
AXA Philippines, founded in 1999, is one of the country's largest and fastest-growing insurance businesses. Through its wholly-owned subsidiary Charter Ping An, it provides financial security to about 2 million people through group and individual life insurance, as well as general insurance products.
AXA Philippines is a pioneer in the investment-linked insurance business and one of the first to establish bancassurance operations in the nation.
AXA now offers a comprehensive range of insurance and financial protection products to all of its customers, including savings and investments, health plans, and income protection; and fire, motor/car, marine cargo, personal accident, bonds, casualty, and engineering insurance products through its general insurance subsidiary, Charter Ping An.