Financial Advisor

United Coconut Planters Life Assurance Corporation; Makati; On-site; PHP 200,880 - 357,120; Full time

Benefits offered by this job

Commission

Performance Bonus

Incentives

Quarterly Gifts

HMO

Flexible Hours

Travel Concierge

Work from Home

Job summary

United Coconut Planters Life Assurance Corporation is seeking an entry-level financial advisor in Makati. You will provide financial advice, analyze client needs, and educate them on investment options. The role emphasizes client relationship management and staying informed on market trends.

Flexible hours and on-site work at Makati are noted, with a commission-based and bonus-incentive structure. Educational qualifications include a bachelor's degree in finance or related fields.

Qualifications

• Educational background in finance, business, or related field.
• No prior experience required—entry-level opportunity.
• Strong attention to detail and analytical thinking expected.
• Good communication and interpersonal skills necessary.

Responsibilities

• Provide financial advice and strategies to clients based on their needs and goals.
• Analyze clients' financial situations and recommend investment options.
• Educate clients about financial products like stocks, bonds, and mutual funds.
• Maintain and strengthen client relationships through regular communication and follow-ups.
• Stay informed about market trends and changes in the financial landscape.

Skills

Attention to detail

Analytical skills

Communication

Education

Bachelor’s degree in finance

Job description

United Coconut Planters Life Assurance Corporation

Negotiable

On-site - Makati No Exp Required Bachelor Freelance

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Incentives, Quarterly Gifts

Insurance Health & Wellness

HMO

Work-Life Balance

Flexible Hours, Travel Concierge, Work from Home

Description

• Provide financial advice and strategies to clients based on their individual needs and goals.
• Analyze clients' financial situations and recommend appropriate investment options.
• Educate clients about various financial products, including stocks, bonds, and mutual funds.
• Maintain and strengthen client relationships through regular communication and follow-ups.
• Stay informed about market trends and changes in the financial landscape.

Requirements

• Educational Qualifications: Bachelor’s degree in finance, business, or a related field.
• Experience Level: Entry-level, no prior experience required.
• Skills and Competencies: Attention to detail, strong analytical skills, and effective communication.
• Qualities and Traits: Excellent interpersonal skills, proactive attitude, and a passion for helping clients achieve their financial goals.
• Responsibilities and Duties: Ability to work independently and collaboratively in a team environment.