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:
- Proficient communication abilities
- Ready to perform on-site work
- Must reside in the Negros Occidental region
- Whether or not prior experience is necessary
- A High School or Senior High School graduate, at the very least
- Knowledgeable about computers and capable in navigating the web
- Willing to operate in a graveyard or other unpredictable environment
- Able to begin immediately
- Complete vaccination