Provide financial advice to clients in their short or long term financial goals.
Respond to prospective customer queries about financial planning.
Explain the different products of the company to clients according to their needs.
Provide clients with specialist advice on how to manage their money.
Job Requirements
Presentation Skills
Brand Management
Communication Skills
Collaboration
Content Marketing
Creativity
Closing Sales
Job Responsibilities
Responsible for providing financial planning services to a cluster of BDO branches armed with BDO Life's competitive line of insurance products and services.
Conducts sales activities to ensure achieving individual monthly and net annualized commissions.
Prospects clients within and outside bank branch premises.
Builds business relationship with the bank branch manager.
Undertakes other tasks that may be reasonably expected of the role and as maybe necessary to achieve the Company’s goals.
Application Form
Apply to us now by filling out the the form down below or by sending us your cv/resume together with your full information and which role your applying for through our email at recruit@jbwmsc.com
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