Financial Advisor | Tarlac City  

• Identify potential clients, contact them, and arrange a meeting for a finanical planning consultation
• Must be able to contact these prospects in anyway they can including use of social media
• Determine the client's life stage , financial needs & goals, which can be done by providing relevant financial advice and guiding their clients have a better understanding of the concepts of Savings, Investing, Protection, Preservation and Conservation.
• Would be able to conduct Personal Financial Fitness Presentation for Individuals and small groups
• Proper assessment of clients' current financial status, income, expenses & assests
• Addresses client's financial needs and goals by recommending investment vehicles
• Must conduct clients' review of their financial plan as after-sales service, thereby maintaining an excellent client service
• Familiarity with social media marketing is an advantage

***Every Advisors will be evaluated, guided and assisted when he starts out to meet his prospects.

• Residing in Tarlac City, or nearby areas
• With caring attitude & very inspiring
• Demonstrate Professionalism & patience with clients & colleagues
• Expresses A Winning Attitude
• Willing to learn and to be coached
• Willing to meet people on a regular basis
• Must have a laptop or iPad (6th Gen or higher model)
• Must have a stable internet connection

**Part-time & Full time