Sales Associate

Sales Associate

About Us

At Integra Financials, we are committed to providing exceptional and outstanding customer service. We believe that great Sales Associates are the backbone of our organization, and we're for passionate individuals to join our team. If you thrive in a fast-paced environment and enjoy helping, we want to hear from you!

Job Description

· Provide financial advice to clients, helping them make informed decisions about investments, taxes, insurance, and retirement planning.

· Analyze clients' financial goals, risk tolerance, and current financial situation to develop personalized financial plans.

· Educate clients about different investment options and strategies, and help them understand the potential risks and rewards.

· Monitor clients' financial performance and provide ongoing advice and guidance as needed.

· Stay up to date with changes in financial laws and regulations to ensure compliance.

· Build and maintain strong relationships with clients, earning their trust and confidence as a financial advisor.

· Collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial services.

· Continuously develop knowledge and skills through professional development opportunities and training.

Qualifications

· Education: Bachelor’s degree

· Excellent verbal and written communication skills including strong client service skills.

· Decision making skills

· Leading by example

· Professional appearance

· Ability to work well in team environments

· Sincerely enjoying interactions with clients

· The ability to create professional relationships with customers and team members

· An unwavering positive attitude

· Enthusiastic to learn

· Good working knowledge of computer / PC software

· Ability to learn computer applications as necessary for the position

· Ability to handle multiple tasks and projects

Job Types: Full-time, Permanent, Fresh graduate

Pay: From Php20,000.00 per month

Benefits:

• Company Christmas gift
• Flexible schedule
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Work from home

Application Question(s):

• Do you have a stable internet connection?
• Do you have a laptop or tablet?
• Are you willing to report at the office (Cubao Quezon City) once a month?
• Where are you currently located
• What year did you graduate?

Education:

• Bachelor's (Required)

Work Location: Hybrid remote in Quezon City