Financial Advisor

First Life Insurance; Philippines; On-site; PHP 279,000 - 669,600; Full time

Benefits offered by this job

Work from home

Commission-based structure

Sales incentives

Job summary

A leading insurance provider in the Philippines is seeking a Financial Advisor to provide expert financial guidance. This role involves analyzing clients' financial situations, developing tailored financial plans, and recommending investment strategies. The ideal candidate should have a graduate degree and ability to build long-term client relationships. This is a commission-based position with a permanent work-from-home arrangement and various sales incentives offered.

Responsibilities

• Meet with clients to understand their financial goals.
• Develop customized financial plans based on clients' needs.
• Advise clients on investment opportunities and portfolio management.
• Build and maintain long-term client relationships.
• Ensure all financial advice complies with industry regulations.

Skills

Client Consultation

Financial Planning

Investment Management

Relationship Management

Regulatory Compliance

Client Education

Business Development

Education

Graduate of 4 year degree program

Job description

THIS IS A COMMISSION BASED-JOB

As a Financial Advisor, you will provide expert financial guidance to clients to help them achieve their financial goals. You will analyze clients' financial situations, develop tailored financial plans, and recommend investment strategies. Your role will involve building and maintaining client relationships, staying updated on financial markets and products, and ensuring compliance with industry regulations.

Key Responsibilities

• Client Consultation:
• Meet with clients to understand their financial goals, needs, and risk tolerance.
• Gather and analyze clients financial information including income, expenses, and assets.
• Financial Planning:
• Develop customized financial plans based on clients goals and current financial situations.
• Recommend investment strategies, insurance plans, retirement accounts, and other financial products.
• Investment Management:
• Advise clients on investment opportunities and portfolio management.
• Monitor and review clients investment portfolios to ensure alignment with their goals.
• Relationship Management:
• Build and maintain long-term client relationships through regular communication and follow-ups.
• Provide ongoing support and advice to clients as their financial situations evolve.
• Regulatory Compliance:
• Ensure all financial advice and transactions comply with industry regulations and standards.
• Stay informed about changes in financial regulations and market trends.
• Client Education:
• Educate clients about financial concepts, market trends, and the impact of their financial decisions.
• Offer workshops or seminars to enhance clients financial literacy.
• Business Development:
• Identify and pursue opportunities for new client acquisition.
• Build a network of potential clients through referrals, networking events, and community involvement.
• A graduate of 4 year degree program
• Permanent Work From Home
• Commission-Based Work
• Plenty of Sales Drives Incentives