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Financial Advisor
Financial Sales
Full time
Full day
On-site
BDO Life
Location
Iloilo City, Iloilo
As a Financial Advisor at BDO Life, you will be responsible for providing financial advice and solutions to clients. Your role will include:
- Assessing clients' financial needs and goals
- Developing personalized financial plans
- Offering investment and insurance products
- Building and maintaining client relationships
- Conducting regular follow-ups to ensure client satisfaction
- Staying updated on financial products and market trends.
Your must-haves:
- A Bachelor's degree in any course
- At least one year experience in sales/marketing or customer service related.
marketing
Financial Planning
Relationship management
Customer Service
sales
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