Job Description
Full details about the role and requirements
Yukerja Summary
The Financial Advisor role at Infinite Dragon Life Insurance Agency Inc. is curated from Bossjob (category Keuangan & Perbankan). Note the work location (Taguig, National Capital Region, Philippines) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
Description
- Provide financial planning services to individuals and businesses.
- Assist clients in setting and achieving their financial goals.
- Conduct thorough market research to stay informed about financial products.
- Develop customized financial strategies based on client needs.
- Build and maintain long-term relationships with clients.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business, or related field
- Experience Level: 0–2 years
- Skills and Competencies: Strong analytical skills and attention to detail
- Qualities and Traits: Excellent communication and interpersonal skills
- Responsibilities and Duties: Ability to work independently and as part of a team
- Working Conditions: Office environment with occasional client meetings