Associate Unit Manager  

1. Sales Leadership

• Assist the Unit Manager in developing and executing sales strategies to meet or exceed unit targets.
• Identify potential clients and promote financial products, such as insurance and investment plans.
• Conduct financial needs analysis to offer tailored solutions to clients.

2. Team Development

• Recruit, train, and onboard new financial advisors.
• Provide ongoing coaching and mentoring to financial advisors to enhance their productivity and effectiveness.
• Organize training sessions and workshops to improve product knowledge and selling skills.

3. Client Relationship Management

• Build and maintain long-term relationships with clients.
• Address client concerns and provide after-sales support.
• Ensure all client transactions and communications comply with company and regulatory standards.

• Graduate of any 4-year course
• Resides near or within Greater Metro Manila
• People-oriented and skilled in building relationships
• Strong communication and presentation skills
• Excellent problem-solving and critical-thinking abilities
• Demonstrates leadership skills and the ability to inspire and guide a team
• Organized, proactive, and results-driven
• Adaptable in a fast-paced environment
• Willing to undergo training and professional development
• Team player with a growth mindset