Client-Centric Financial Advisor

Prime Summit Life Insurance Agency - Ivy Soliven Alcabedos; Mandaluyong; On-site; PHP 279,000 - 390,600; Full time

Job summary

A life insurance agency in Metro Manila seeks an advisor to provide expert financial advice, analyze clients' needs, and develop tailored financial plans. The role requires a Bachelor's degree in Finance or a related field, with strong analytical skills and 0-2 years of experience. Responsibilities include educating clients on financial products and strategies while building solid client relationships. This role offers opportunities for growth in a supportive environment.

Qualifications

• 0–2 years of experience in a relevant field.
• Ability to work independently and as part of a team.
• Proactive, client-focused, and ethical mindset.

Responsibilities

• Provide expert financial advice to clients based on their individual needs and goals.
• Analyze clients' financial situations and develop customized financial plans.
• Monitor clients' financial status and make necessary adjustments to plans.
• Educate clients on various financial products and investment strategies.
• Build and maintain strong client relationships through excellent service and communication.

Skills

Strong analytical and problem-solving skills

Excellent interpersonal and communication abilities

Education

Bachelor’s degree in Finance, Business, or a related field

Job description

A life insurance agency in Metro Manila seeks an advisor to provide expert financial advice, analyze clients' needs, and develop tailored financial plans. The role requires a Bachelor's degree in Finance or a related field, with strong analytical skills and 0-2 years of experience. Responsibilities include educating clients on financial products and strategies while building solid client relationships. This role offers opportunities for growth in a supportive environment.