Job description

Financial Services Representative

Key Responsibilities:

• Scheduling meetings with clients to discuss their financial needs and goals.


• Collecting pertinent client information to provide investment options that align with clients' financial situations.


• Monitoring market conditions to determine how various changes may impact taxes and client investments.


• Advising clients on how to apply for mortgages and loans.


• Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.


• Cold-calling potential clients to inform them of the various financial products and services on offer.


• Suggest viable solutions to improve clients' financial statuses.


• Developing in-depth knowledge of our financial products to advise clients accordingly.

Essential Skills, Knowledge, and Experience:

• Graduate / Undergraduate with excellent communication skills and experience with a financial services process is preferable but not mandatory.

Job Type: Full-time

Salary: Php19,255.37 - Php35,000.00 per month

Schedule:

• Late shift


• Shift system

Ability to Commute:

• Taguig City (Required)