Financial Advisor

Imperium Blaze Life Insurance Agency Inc.; Makati; On-site; PHP 300,000 - 540,000; Full time

Job summary

A financial services firm in Makati is looking for a Financial Consultant to help clients build a secure financial future. You will assess client needs, recommend tailored financial plans, and maintain long-term relationships while achieving business goals. Ideal candidates should have a Bachelor's degree and demonstrate strong communication and interpersonal skills. This role also requires a client-focused attitude and ethical behavior, ensuring compliance with all regulations. Interested applicants should provide their details and preferences for orientation.

Qualifications

• Bachelor’s degree in any field.
• High-energy, jolly, and people-oriented personality.
• Strong communication and interpersonal skills.
• Client-focused and results-driven mindset.
• Professional, ethical, and self-motivated.

Responsibilities

• Assess clients’ financial goals, needs, and risk profile.
• Create and recommend personalized financial plans.
• Provide clear advice on insurance, investments, savings, and retirement solutions.
• Build and maintain long-term client relationships.
• Prospect and acquire new clients through referrals and networking.
• Educate clients on basic financial planning concepts.
• Ensure compliance with regulatory and documentation requirements.
• Participate in continuous training and professional development.

Skills

Strong communication

Interpersonal skills

Client-focused

Self-motivated

High-energy personality

Education

Bachelor’s degree in any field

Job description

A Financial Consultant helps clients build a secure financial future by providing personalized financial advice and tailored solutions. The role focuses on understanding client needs, recommending suitable financial plans, and building long-term, trust-based relationships while achieving business goals.

Key Responsibilities

• Assess clients’ financial goals, needs, and risk profile
• Create and recommend personalized financial plans
• Provide clear advice on insurance, investments, savings, and retirement solutions
• Build and maintain long-term client relationships
• Prospect and acquire new clients through referrals and networking
• Educate clients on basic financial planning concepts
• Ensure compliance with regulatory and documentation requirements
• Participate in continuous training and professional development

Qualifications & Traits

• Bachelor’s degree in any field
• High-energy, jolly, and people-oriented personality
• Strong communication and interpersonal skills
• Client-focused and results-driven mindset
• Professional, ethical, and self-motivated

Interested? Let’s get to know you!

Please send the following details:

• Email:

• Age:

• Contact number:

• Preferred orientation: Tuesdays or Saturdays (7:00 PM)

• Current location:

• Current job and work schedule:

• Are you a bachelor’s degree graduate? If yes, course and relevant experience:

• • If not a graduate: Number of years in college and years of managerial experience: