- Provide consistent interactions with prospective clients and existing clients.
- Manages sales responsibilities through client calls, client visits, virtual meetings,
- Assist in collecting client information, know your customer documentation, and collecting activities as required.
- Build account relationships.
Ensures company products, services, rates and policies are communicated to clients promptly and accurately.
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Knowledge in Microsoft Office
- Must be computer literate
Perks and Benefits
- Employee Discounts
- Work from Home
- Performance Bonus
- Life Insurance
- Sales and Marketing Knowledge
- Closing Sales
About Wealth Coaches Philippines
Wealth Coaches Philippines (WCP) is a premier agency affiliated with the strongest and most trusted financial institution in the Philippines, AIA formerly Philam Life. We are one of the fastest-growing teams of Financial Coaches emboldened by our mission to help Filipinos achieve financial freedom through effective financial coaching. We are a team of service-oriented individuals who work passionately and efficiently. WCP takes pride in helping Filipinos and spreading awareness on the importance of proper financial planning. Our rapid growth requires us to look for leaders and/or successful sales practitioners in the Insurance, Private Banking, Premium Car Sales, Premium Real Estate or Pharmaceutical industries that can help us sustain our momentum in order to reach our goals.