Financial Advisor

Financial Consultant/Advisor; Makati; On-site; PHP 406,000 - 487,000; Full time

Benefits offered by this job

Signing bonus up to PHP 40,000 monthly

Work anywhere, anytime

Quarterly bonuses and cash incentives

All expenses paid for local and abroad

Career growth and supportive culture

Job summary

Alexandrite 2 Summit Life Insurance Company is seeking a Financial Consultant/Advisor to deliver personalized investment solutions and help clients reach long-term financial goals. The role involves creating financial plans and cross-checking information for accuracy.

The ideal candidate will support investment professionals, build relationships with clients, and ensure plans are thorough and precise. Location around Metro Manila or nearby provinces is preferred.

Qualifications

• Bachelor's degree (any course).
• Bank Branch Managers or Relationship Manager.
• Strong understanding of the investment business.
• Experience with Sales and Marketing is required.
• Excellent interpersonal skills.
• Residing around Metro Manila or Near provinces.
• Willing to be Trained.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals in cultivating client relationships
• Prepare financial plans and check their accuracy

Skills

Investment planning

Client relationship management

Financial planning

Sales experience

Interpersonal skills

Metro Manila residency

Education

Bachelor's degree (any course)

Job description

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.

Responsibilities

• Provide financial planning support to clients


• Support investment professionals in cultivating client relationships


• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree (any course)


• Bank Branch Managers or Relationship Manager


• Strong understanding of the investment business


• Experience with Sales and Marketing is required.


• Excellent interpersonal skills


• Residing around Metro Manila or Near provinces


• Willing to be Trained

Benefits:

• Signing bonus up to Php 40,000 monthly income plus commission


• Work anywhere, anytime


• Quarterly bonuses and cash incentives


• All expenses paid for local and international trips


• Career growth and support culture

About the company

Alexandrite 2 Summit Life Insurance Company is the number 1 life insurance agency in terms of New Business Annual Premium Equivalent (NBAPE) for the year 2021.