Description

About the role:
- Scheduling appointments with clients to talk over their goals and needs in terms of money.
- Gathering relevant customer data to present investment possibilities that are appropriate for the clients' financial situations.
- Monitoring market circumstances to assess how various developments can impact taxes and client investments.
- Assisting customers with loan and mortgage applications.
- Establish and uphold enduring connections with clients to promote repeat business and client recommendations.
- Cold calls are made to potential consumers to let them know about the various financial services and products that are offered.
- Offering clients workable financial alternatives.
- Get thorough knowledge of our financial products in order to give clients the right advise.

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