Financial Advisor

Hawk's Vanguard - Manulife; Cebu City; Hybrid; PHP 360,000 - 600,000; Full time

Benefits offered by this job

Competitive pay

Bonus

Health insurance

Retirement plan

Training & development

Remote options

Work-life balance

Job summary

Hawk's Vanguard - Manulife Philippines is seeking a full-time Financial Advisor based in Central Visayas (Cebu City) to help clients achieve their financial goals by offering personalized advice and solutions across investments, insurance, and banking products.

You will develop client relationships, conduct financial assessments, stay abreast of industry trends, and collaborate with the team to deliver exceptional service while aiming to exceed sales targets.

Qualifications

• Experience in client-facing sales or financial services.
• Knowledge of financial products, investments, and risk management.
• Excellent communication and interpersonal skills.
• Customer-centric approach with a genuine passion for helping clients achieve their financial goals.
• Ability to work independently and as part of a team, with a strong focus on meeting and exceeding sales targets.
• Relevant qualifications or certifications in financial planning, wealth management, or a related field would be highly advantageous.

Responsibilities

• Develop strong relationships with clients to understand their unique financial needs and goals.
• Provide expert guidance on investments, insurance, and banking solutions.
• Conduct thorough financial assessments and offer customized recommendations to help clients make informed decisions.
• Maintain up-to-date product knowledge and stay informed on industry trends and regulations.
• Actively contribute to growth by generating new leads and exceeding sales targets.
• Collaborate with the broader team to ensure seamless client experiences and delivery of exceptional service.

Job description

About the role

As a Financial Advisor at Hawk's Vanguard a Branch Affiliate of MANULIFE PHILIPPINES, you will play a crucial role in helping our clients achieve their financial goals. This full-time position is based in Central Visayas, and you will be responsible for providing personalized financial advice and solutions to our valued customers.

Key responsibilities

• Developing strong relationships with clients to understand their unique financial needs and goals.
• Providing expert guidance on a range of financial products and services, including investments, insurance, and banking solutions.
• Conducting thorough financial assessments and offering customized recommendations to help clients make informed decisions.
• Maintaining a high level of product knowledge and staying up-to-date with industry trends and regulations.
• Actively contributing to the growth and success of the business by generating new leads and exceeding sales targets.
• Collaborating with the broader team to ensure seamless client experiences and the delivery of exceptional service.

About you

• Proven experience in a client-facing sales or financial services role, preferably within the banking and financial services industry.
• Strong understanding of financial products, investment vehicles, and risk management strategies.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and engagingly.
• A proactive, customer-centric approach and a genuine passion for helping clients achieve their financial goals.
• The ability to work independently and as part of a team, with a strong focus on meeting and exceeding sales targets.
• Relevant qualifications or certifications in financial planning, wealth management, or a related field would be highly advantageous.

Benefits

• Competitive compensation and bonus structure
• Fixed Developmental Fund on top of overrides and commissions
• Comprehensive benefits package, including health insurance and retirement planning options
• Ongoing training and development opportunities to enhance your skills and knowledgeA supportive and collaborative work environment with opportunities for career advancement
• Work-life balance initiatives, such as flexible scheduling and remote work options

About us

MANULIFE PHILIPPINES is one of the leading life insurance companies in the Philippines. We help people make decisions easier and lives better. We provide financial advice, insurance as well as wealth and asset management solutions for individuals, groups, and institutions.