Financial Advisor

HRTX; Manila; On-site; PHP 223,000 - 502,000; Full time

Benefits offered by this job

Commissions

Guaranteed 14th-month pay

Monthly rice subsidy and allowance

Annual laundry allowance

Multi-purpose draw benefit

Christmas gift

HMO with dependents

Life insurance and retirement plan

Annual salary increase and performance bonuses

Convertible leave credits

Birthday leave

Emergency and bereavement leave

Job summary

A financial services company is seeking a motivated Financial Advisor to build client relationships and provide financial solutions in Metro Manila. Candidates should hold a bachelor's degree in a related field and have at least six months of experience in financial services or banking. Responsibilities include conducting needs assessments and offering personalized consultations. Benefits include commissions, a guaranteed 14th-month pay, and comprehensive insurance plans. This role is full-time and requires on-site work from Monday to Friday.

Qualifications

• At least 6 months of relevant experience in financial services, sales, banking, or insurance.
• Willing to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage.

Responsibilities

• Develop strong working relationships with bank personnel to drive client referrals.
• Conduct comprehensive financial needs assessments and recommend suitable solutions.
• Offer personalized consultations for protection and wealth-building options.
• Ensure a smooth and professional sales process from consultation to policy issuance.
• Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
• Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
• Achieve or surpass monthly sales goals and performance metrics.
• Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

Skills

Excellent communication skills

Customer service skills

Interpersonal skills

Results-oriented

Education

Bachelor's degree in Business, Finance, Marketing, or related field

Job description

Financial Advisor

Setup & Schedule: Full Onsite | Monday to Friday | Dayshift

Type of employment: Full-time

Location: Metro Manila, Philippines (Multiple branches)

Qualifications

• Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.


• At least 6 months of relevant experience in financial services, sales, banking, or insurance.


• Excellent communication, interpersonal, and customer service skills.


• Results-oriented and motivated by a passion for helping people with their financial well-being.


• Willing to be deployed to an assigned bank branch location.


• Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities

• Develop strong working relationships with bank personnel to drive client referrals and generate leads.


• Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.


• Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.


• Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.


• Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.


• Manage and expand your client base through consistent after-sales engagement and regular follow-ups.


• Achieve or surpass monthly sales goals and performance metrics.


• Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

Competitive Benefits

• Commissions


• Guaranteed 14th-month pay


• Monthly rice subsidy and monthly allowance


• Annual laundry allowance, multi-purpose draw benefit, and Christmas gift.


• HMO with 2 dependents.


• Life insurance and retirement plan upon regularization.


• Annual salary increase and performance bonuses.


• Leave credits you can convert to cash + special birthday leave.


• Emergency and bereavement leaves when needed.