JOB DESCRIPTION

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

JOB QUALIFICATION

  • College Graduate preferably Marketing, Business, Banking, and Finance
  • Coachable and willing to undergo training
  • Possess good communication and presentation skills
  • Sales experience is a plus

OTHER JOB REQUIREMENTS

Education
Bachelor's/College Degree
Field of study
Business Studies/Administration/Management, Finance/Accountancy/Banking
Specialization
Banking/Financial

JOB BENEFITS

COMPANY PREVIEW

Average application processing time
Less than 1 week


Dress Code
Semi-formal

Language
English
Industry
Human Resources

Telephone No.
+63 9399346743

Mobile No.
+63 9399346743

Company Size
Zimmo Outsource Solutions, INC employee

Benefits

Working Hours
Sunday
Closed
Monday
08:00 AM-05:00 PM
Tuesday
08:00 AM-05:00 PM
Wednesday
08:00 AM-05:00 PM
Thursday
08:00 AM-05:00 PM
Friday
08:00 AM-05:00 PM
Saturday
Closed

COMPANY OVERVIEW

Zimmo Solutions is a general business consultancy firm engaged and committed in

providing excellent Human Resource Management Solutions to enterprises without

having to create its own Human Resource Department... We aim on improving the

efficiency, productivity, and of course revenue of all our clients by providing

assistance from highly trained and competent Human Resource and Business

Consultants all through the engagement... We foster the essence of Social

Entrepreneurship by providing tailored Human Resource policies that help motivate

and retain high performing employees. We also provide dependable and

professional compliance that adheres to the existing labor laws.

WHY JOIN US?

Top Specialization