Financial Advisor

AXA PH - VantageGuard Advisory - Rodel Mendoza; Makati; On-site; PHP 223,200 - 446,400; Part time

Benefits offered by this job

Commission

Performance Bonus

Incentives

Full mentorship provided

Job summary

A financial advisory firm in Metro Manila, Makati, is seeking a driven individual to provide personalized financial advice and assist clients in wealth management decisions. The role requires strong leads generation abilities, excellent presentation skills, and a dedication to customer service. No experience is required, and a diploma is necessary. This position offers hybrid work with a focus on building client relationships and closing sales.

Qualifications

• Hardworking and driven.
• Ability to communicate complex financial concepts clearly.

Responsibilities

• Provide personalized financial advice to clients.
• Assist clients in wealth management decisions.
• Generate leads and build a diverse client portfolio.
• Deliver engaging presentations and workshops.
• Maintain strong relationships with clients.
• Close sales by assessing client needs.

Skills

Strong leads generation abilities

Networking skills

Excellent presentation skills

Interpersonal skills

Customer service dedication

Education

Diploma

Job description

Negotiable

Hybrid - Makati

No Exp Required Diploma Freelance

Employee Recognition and Rewards

Commission, Performance Bonus, Incentives

Insurance Health & Wellness

Life Insurance, HMO

Benefits

• Full mentorship provided
• The Catch? You have to be willing to outwork your excuses!

Description

• Provide personalized financial advice to clients to help them achieve their financial goals.
• Assist clients in wealth management decisions, including investment and retirement planning.
• Generate leads and build a diverse client portfolio through networking and referrals.
• Deliver engaging presentations and educational workshops to inform clients about financial products and services.
• Maintain strong relationships with clients by providing after-sales care and ongoing support.
• Close sales by assessing client needs and offering appropriate financial solutions.

Requirements

• Hardworking
• Driven
• Skills and Competencies: Strong leads generation abilities and networking skills.
• Qualities and Traits: Excellent presentation skills with the ability to communicate complex financial concepts clearly.
• Qualities and Traits: Strong interpersonal skills with a dedication to customer service and support.