Description

About the role:
- Setting up meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information in order to provide investment options that are suitable for the clients' financial circumstances.
- Observing market conditions to determine how various changes may affect taxes and client investments.
- Providing assistance to clients with mortgage and loan applications.
- Create and maintain long-term client relationships to encourage repeat business and client referrals.
- Prospective customers are cold-called to inform them of the various financial products and services that are available.
- Providing viable financial solutions to clients.
- Develop in-depth knowledge of our financial products in order to provide appropriate advice to clients.

Qualifications

Minimum Qualifications:
- Excellent communication skills
- Willing to work on site
- Must be residing withing Negros Occidental
- With or without experience required
- Atleast a Highschool/Senior High School graduate
- Computer literate and good web navigation skills
- Willing to work on shifting schedules including graveyard
- Available to start ASAP
- Fully vaccincated