Financial Advisor – Sales Management Trainee

Job title: Financial Advisor – Sales Management Trainee

Company:


Job description: At Caelum Agency , we are committed to providing our clients with comprehensive financial solutions that protect and enhance their future. As a trusted leader in global insurance , we offer a dynamic and rewarding environment for individuals passionate about helping others achieve financial security. Join our team and make a difference in people&aposs lives by providing tailored insurance products and financial advice. Position Overview: We seek a motivated Financial Advisor to join our growing team. In this role, you will work with individuals and businesses to understand their financial goals and offer customized insurance products and financial planning services. As an advisor, you&aposll build long-term relationships with clients, helping them protect their assets, plan for the future, and achieve financial independence. Key Responsibilities: Sales and Prospecting: Identify and pursue new business opportunities through networking, referrals, and marketing initiatives. Client Consultation: Meet with clients to assess their financial goals, needs, and risk profiles. Insurance Product Recommendations: Advise clients on the best insurance products (life, health, disability, etc.) that align with their needs. Financial Planning: Provide comprehensive financial advice, including retirement planning, estate planning, and investment strategies. Portfolio Management: Help clients manage and review their insurance policies and financial portfolios, making adjustments as necessary. Customer Service: Provide ongoing support to clients, answering questions and addressing concerns related to their policies or financial strategies. Qualifications: College graduate or 2-year vocational course 21 years old and above No experience You&aposre perfect Sales experience is a plus Active life insurance license or willing to take the licensure exam Why Join Us Competitive Compensation: Competitive pay, quarter recognition, and performance-based incentives (international & local trips). (Variable pay structure) Training and Development: Comprehensive onboarding and continuous training programs. Career Growth: Opportunities for advancement within a rapidly growing organization. Supportive Team: Join a collaborative and supportive work environment where your success is our success. Flexibility: Enjoy a flexible work schedule. Show more Show less

Expected salary:

Location: Quezon City, Metro Manila

Job date: Thu, 20 Feb 2025 23:42:48 GMT

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