职位申请分享好友 Jobs Market首页 Jobs Market分类 切换频道

FINANCIAL ADVISOR (WORK FROM HOME/ON-SITE)

2022-09-24 12:47菲律宾1660
区域:All Cities
行业:Sales / Marketing
职位:Sales - Finacial Services
部门:
人数:若干
性质:Full Time
性别:Male
婚姻:No marital status restrictions
学历: Bachelor's Degree
经验:不限
年龄:18岁以上
待遇:₱ 40000-60000PHP/月

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.

点赞 0
举报
收藏 0
分享 4
联系方式


请 登录 或 注册 后查看联系方式