Wealth & Insurance Solutions Advisor (On-Site)

Create Synergies Inc. is seeking a financial advisor in the Philippines to deliver customized financial advice to clients. This role involves developing strong working relationships, conducting financial needs assessments, and recommending suitable insurance and investment solutions. Candidates should hold a bachelor's degree, have at least 6 months of experience in financial services, and possess excellent communication skills. The position is on-site and may require deployment to various bank branches.
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