Financial – Investment Advisor

 

Responsibilities:

 

1.         Be able to help the people or individual how to save and invest.

2.         Conduct financial needs analysis to determine the total funds needed

3.         Lead clients on different financial opportunities based on client needs, targets and                                                 objectives

4.         Help to link clients to the financial products which best suit them

5.         This job requires a head for numbers, excellent people skills, and the ability to explain                                complex financial products.

 

 

Requirements:

 

1.         Basic Qualities           

 

                        1.1       Integrity

                        1.2       Passion to help others

                        1.3       People oriented

 

2.         Basic Competencies

 

                        2.1       Communication  Skills

                        2.2       Creativity

                        2.3       Strong drive to achieve

 

3.         A one(1) or two (2) years working experienced specializing in sales

4.         Flexible and can interact with people

5.         A good network is an advantage

6.         Energetic, lively and delightful personality

7.         Diligent and self-motivated

8.         Has right and positive attitude

9.         Is willing to undergo extensive trainings

10.       Ability to work within an enthusiastic environment

11.       Ability to set and achieve targets

12.       Have the maturity and self-motivation to work in an unsupervised environment

13.       A desire and ambition to achieve

14.       Is a college graduate

15.       Is 25 years old and above

 

 

You can have the following:

           

1.         Monthly and quarterly incentives

2.         Year-end bonus

3.         Entitlement  for a benefits program (hospitalization)

4.         Free training programs

5.         Recognitions and awards

6.         Free trips local and international

 

Should you be interested, or would like to know more, I would like to see you as soon as possible.  

Please send your resume via email to  gleenjoel@yahoo.com or unifiedandtriumphantjetset-financialadvisercagayandeoro@yahoo.com  

 Financial – Investment Advisor

 

Responsibilities:

 

1.         Be able to help the people or individual how to save and invest.

2.         Conduct financial needs analysis to determine the total funds needed

3.         Lead clients on different financial opportunities based on client needs, targets and                                                 objectives

4.         Help to link clients to the financial products which best suit them

5.         This job requires a head for numbers, excellent people skills, and the ability to explain                                complex financial products.

 

 

Requirements:

 

1.         Basic Qualities           

 

                        1.1       Integrity

                        1.2       Passion to help others

                        1.3       People oriented

 

2.         Basic Competencies

 

                        2.1       Communication  Skills

                        2.2       Creativity

                        2.3       Strong drive to achieve

 

3.         A one(1) or two (2) years working experienced specializing in sales

4.         Flexible and can interact with people

5.         A good network is an advantage

6.         Energetic, lively and delightful personality

7.         Diligent and self-motivated

8.         Has right and positive attitude

9.         Is willing to undergo extensive trainings

10.       Ability to work within an enthusiastic environment

11.       Ability to set and achieve targets

12.       Have the maturity and self-motivation to work in an unsupervised environment

13.       A desire and ambition to achieve

14.       Is a college graduate

15.       Is 25 years old and above

 

 

You can have the following:

           

1.         Monthly and quarterly incentives

2.         Year-end bonus

3.         Entitlement  for a benefits program (hospitalization)

4.         Free training programs

5.         Recognitions and awards

6.         Free trips local and international

 

Should you be interested, or would like to know more, I would like to see you as soon as possible.  

Please send your resume via email to  gleenjoel@yahoo.com or unifiedandtriumphantjetset-financialadvisercagayandeoro@yahoo.com  

Unified and Triumphant JetSet Team www.insularlife.com.ph  Affiliated in one of the largest financial institutions in the country rendering free financial needs analysis.