A life insurance agency seeks a Financial Advisor to help clients achieve their financial goals through personalized advice on savings, investments, and insurance. The role involves developing customized financial plans, educating clients, and maintaining long-term relationships. Candidates should have a bachelor's degree in Finance or related fields, strong communication skills, and a client-driven approach. This full-time position is on-site in Makati with performance-based incentives and flexible hours.
Qualifications
Licensed or willing to obtain required financial/insurance licenses.
Ability to explain complex financial concepts simply.
Goal-driven, disciplined, and client-focused.
Responsibilities
Assess clients’ financial needs and goals.
Develop customized financial plans.
Provide guidance on investments and retirement.
Skills
Strong communication
Client relationship management
Sales and negotiation
Time management
Education
Bachelor's degree in Finance, Business, or Economics
Job description
A life insurance agency seeks a Financial Advisor to help clients achieve their financial goals through personalized advice on savings, investments, and insurance. The role involves developing customized financial plans, educating clients, and maintaining long-term relationships. Candidates should have a bachelor's degree in Finance or related fields, strong communication skills, and a client-driven approach. This full-time position is on-site in Makati with performance-based incentives and flexible hours.