Job Description
Full details about the role and requirements
Yukerja Summary
The Financial Consultant role at Work-1 Manpower Recruitment Services is curated from Bossjob (category Marketing & Penjualan). Note the work location (Cebu, Central Visayas, Philippines) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
Description
- Provide financial consulting and advice to clients based on their needs and goals.
- Conduct market research to identify potential clients and generate leads.
- Develop tailored financial plans that align with client objectives.
- Utilize consultative sales techniques to effectively close transactions.
- Build and maintain strong relationships with clients through excellent communication and customer service.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred.
- Experience Level: 0–2 years in a financial consulting or sales role.
- Skills and Competencies: Strong consultative sales skills, excellent telemarketing abilities, and proficiency in service calculators.
- Skills and Competencies: People-oriented with strong networking skills and experience in online sales.
- Qualities and Traits: Motivated, adaptable, and eager to learn in a dynamic sales environment.