Overview

• Salary

  100000PHP ~ 100000PHP

• Industry

  Financial Service

• Position

  Senior

• Job Description

  • Build and manage client databases and prospect lists to improve the efficiency of sales activities. • Generate appointments and arrange client meetings by contacting prospects via phone calls, emails, and online platforms. • Conduct fact-finding and financial needs analysis by understanding clients’ current financial situation, existing insurance coverage, and future goals. • Design and propose customized financial plans tailored to each client’s unique needs and objectives. • Introduce and sell financial products, including insurance and investment funds, while working toward sales targets and business goals. • Provide ongoing client support and relationship management through regular reviews, updates on new products, and changes in financial regulations or market conditions. • Conduct market research and continuously update product knowledge to provide accurate and relevant financial advice. • Ensure compliance with regulatory requirements, disclosure obligations, and ethical standards while delivering trustworthy and professional financial services.